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 be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party solutions, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce

Experience Required
Wealth and Investment
Personal and Private Banking
8-10 years
The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment. Experience in Investment Planning, Retirement Planning, Estate Planning, Fiduciary Planning and structuring in the HNW space.

Behavioral Competencies:

• Adopting Practical Approaches
• Articulating Information
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Generating Ideas
• Impressing People
• Interacting with People
• Seizing Opportunities
• Understanding People

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Cross and Up-Selling
• Customer Understanding ( Consumer Banking)
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)