Copy of Administrator, Portfolio
- Part-time
- Business Segment: Insurance & Asset Management
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
To support wealth managers in delivering investment and wealth solutions to international affluent and HNW clients through research, portfolio analysis, client servicing and implementation activities, ensuring an exceptional client experience and regulatory compliance.
Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Banking
Experience Required
Wealth and Investment
Personal and Private Banking
3-4 years
Experience in providing research and analysis for wealth management, investments, private banking or financial advisory environments. Exposure to investment products, portfolio analysis, financial planning or client servicing activities.
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Taking Action
- Upholding Standards
Technical Competencies:
- Client Knowledge
- Customer Understanding ( Consumer Banking)
- Financial Analysis
- Financial Planning
- Mind of Customer Experience
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