Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. "Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the primary g...

Job Description

To manage an assigned portfolio of affluent and high-net-worth investment clients by providing professional investment advice, portfolio construction guidance, relationship management, and integrated financial solutions. The role is responsible for growing assets under management, delivering revenue targets, developing new business opportunities, and ensuring exceptional client service while operating within approved risk, governance, and regulatory frameworks

Qualifications

Type of Qualification: First Degree

Field of Study: Business Commerce, Finance or any related field

Experience Required

5-7 years

The role requires experience in a client facing or support role within the affluent space/ investments distributions /asset management and a good understanding of operational and administrative processes as well as risk and compliance standards.

Experience of working in a similar investments sales / advisory environment or operations would be preferred.

Experience in a client facing environment fulfilling client demand (investments /banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of investment products and services available to clients

Behavioural Competencies:

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Team Working
• Understanding People

Technical Competencies:

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

• Manage an assigned portfolio of affluent and high-net-worth investment clients
• Provide professional investment advice
• Portfolio construction guidance
• Relationship management
• Integrated financial solutions
• Grow assets under management
• Deliver revenue targets
• Develop new business opportunities
• Ensure exceptional client service
• Operate within approved risk, governance, and regulatory frameworks

• Client facing experience
• Investment distributions
• Asset management
• Operational and administrative processes
• Risk and compliance standards
• Investments sales / advisory environment
• Client demand fulfillment
• High standards of service
• Problem resolution
• Understanding of investment products and services
• Banking Process & Procedures
• Cross and Up-Selling
• Customer Understanding
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge

• First Degree
• Business Commerce, Finance or any related field
• 5-7 years of experience in a client facing or support role within the affluent space/ investments distributions /asset management
• Good understanding of operational and administrative processes as well as risk and compliance standards
• Experience of working in a similar investments sales / advisory environment or operations would be preferred
• Experience in a client facing environment fulfilling client demand (investments /banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of investment products and services available to clients