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.

Responsible for driving the development of new business across both retail and institutional segments, with a strong emphasis on promoting and deepening participation in SIMS’ Collective Investment Schemes (CIS). This includes managing and strengthening existing client relationships, prospecting and onboarding new clients, and identifying growth opportunities through cross‑selling and multi‑channel distribution initiatives. The role requires that clients receive a consistently high standard of service, while delivering on defined revenue, asset growth, and client retention targets, particularly within the CIS product suite.

Identifying marketing opportunities and the sale of all SIMS products with a primary focus on the Collective Investment Schemes.

Developing strategies to achieve sales targets

Preparation and presentation of proposals to HNWI and Institutional Clients

Liaising with key stakeholders to meet client expectations

Ensure proper and full completion of client onboarding forms

Provide appropriate advice and information to clients on products and service offerings and ensure that these are packaged and structured to minimise risk to protect the interest of both parties.

Build client centric, sustainable relationships with counterparts at the client, to enable the delivery of relevant SBG value propositions/ solutions that contribute towards the clients growth and grow share of wallet.

Type of Qualification

Minimum qualification 1: First Degree

Minimum qualification 2: GSE Investment Adviser Certification is a requirement for the role

Other preferred qualifications, certifications, or professional memberships. A second degree is an advantage.

Experience Required
Relationship Management

The role requires a minimum of 3-4 years’ experience in sales or marketing, preferably in the financial services industry.

Understanding of the asset or fund management environment

Experience in investment solutions

Behavioural Competencies:

• Adopting Practical Approaches
• Checking Things
• Conveying Self-Confidence
• Developing Expertise
• Documenting Facts
• Interpreting Data
• Inviting Feedback
• Managing Tasks
• Producing Output
• Pursuing Goals
• Taking Action
• Team Working

Technical Competencies:

• Business Development
• Client Knowledge
• Client Retention
• Client Servicing