Banker, Private

  • Full-time
  • Business Segment: Personal & Private Banking

Company Description

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.

Job Description

Accountable for Portfolio of Private Banking Clients, integrating and coordinating all Stanbic IBTC and Standard Bank Group products, services and resources to maximise the value of the business relationship and ensure profitability for the bank and the client. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the group.

Qualifications

  • Minimum of First Degree in Finance and Accounting or any related field
  • Professional qualification in CIBN, CIWM, ACCA, ACA, ICAN will be an added advantage.
  • Minimum of 7-10 years' experience in wealth management, investment banking

Additional Information

Behavioural Competencies

  • Upholding Standards
  • Conveying Self-Confidence
  • Upholding Standards
  • Seizing Opportunities

Technical Competencies

  • Customer Understanding
  • Product Knowledge
  • Banking Process and Procedures
  • Cross and Up-Selling
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