Background

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...

Responsibilities

Act as primary point of contact for a portfolio of high-net-worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high-quality service offering. Manage a portfolio of high-net-worth client accounts providing advice and relationship support ensuring optimal service, integrating all Stanbic Bank products, services and resources to ensure that their needs are met. Achieve the defined revenue targets through the retention of, and acquisition of new business.

Qualifications

Type of Qualification: First Degree

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

Professional Certifications: Chartered Institute for Securities and Investment

Experience

8-10 years

The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.

Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics.

Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients.

Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations.

Behavioural Competencies:

• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working

Technical Competencies:

• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge

• Act as primary point of contact for a portfolio of high-net-worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high-quality service offering.
• Manage a portfolio of high-net-worth client accounts providing advice and relationship support ensuring optimal service, integrating all Stanbic Bank products, services and resources to ensure that their needs are met.
• Achieve the defined revenue targets through the retention of, and acquisition of new business.

• Client Retention
• Client Servicing
• Cross and Up-Selling
• Customer Understanding
• Mind of Customer Experience
• Product Knowledge
• Articulating Information
• Following Procedures
• Interacting with People
• Pursuing Goals
• Seizing Opportunities
• Team Working

• First Degree in Business Commerce, Finance, Economics or related field
• Professional Certification: Chartered Institute for Securities and Investment
• Client facing banking experience in private banking/private wealth/investment banking/commercial banking
• Good understanding of operational and administrative processes as well as risk and compliance standards
• Demonstrated experience in wealth management, investment advisory, and global financial markets
• Strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics
• Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations
• Extensive experience managing affluent and high-net-worth client relationships
• Ability to develop a holistic understanding of clients' financial situations
• Skilled in identifying client needs and providing comprehensive wealth solutions