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.

As a Wealth Manager, you will be entrusted with managing and growing a portfolio of high-net-worth individuals. You’ll provide bespoke financial advice and holistic wealth solutions, leveraging a full suite of products and services, including investment planning, estate structuring, and retirement strategies.

Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: Post Graduate Degree
Licenses & Certifications: Certified Financial Planner-CFP Board, FAIS Representative

Experience Required
Wealth and Investment
Personal and Private Banking

•    Proven experience in wealth management for ultra high net worth clients (+5 years).
•    Strong understanding of investment planning, estate planning, retirement planning and tax-efficient strategies.
•    Excellent interpersonal and communication skills
•    Proven client centric work ethic.
•    A results-driven, self driving mindset with a passion for success.
•    Relevant qualifications (e.g., CFP®, RE5, FAIS-compliant)
 

Behavioural Competencies:

• Articulating Information
• Challenging Ideas
• Convincing People
• Developing Expertise
• Developing Strategies
• Documenting Facts
• Making Decisions
• Providing Insights
• Resolving Conflict
• Seizing Opportunities

Technical Competencies:

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