Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

To assist Wealth managers to provide Wealth and Investment clients with full product agnostic relationship management and excellence of service within a responsive controlled environment. To assist in the acquisition of new Wealth and Investment Clients for the allocated franchise (both onshore and offshore). To learn all processes within the IWI business including working with the Relationship management team. To provide support to the Wealth and Investment team..

Minimum Qualifications

• Secondary / High School / A-Levels / Matric

Additional Qualifications

• Certification towards Wealth Management or other Financial Services related qualification

Experience Required

• 1-3 years experience within Wealth Management, Personal or Private Banking in a support or Relationship Management function.
• Previous Financial Services experience required

Outputs:

• Work alongside Relationship Managers ensure resolution of all client queries/requests received “before the sun sets”
• Act as part of the sales team and be fully supportive to other members within the team
• Coordinate and execute an appropriate client contact plan and ensure coordination with broader marketing and events
• Maintain an awareness of and comply with all Anti Money Laundering laws, regulations, policies and procedures relevant to Standard Bank

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Cross and Up-Selling
• Customer Reception and Channelling
• Customer Understanding ( Consumer Banking)