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
Standard Bank Wealth and Investment (SBWI) is the high-net-worth wealth management division within Standard Bank and services individuals with the potential for investable assets in excess of USD1million.
• To support the Wealth Managers within SBWI to maintain client assets under management and provide financial planning support
• To maintain a service-based relationship which is credible, trustworthy both internally and externally
• To support the Wealth Manager by assisting with the preparation of proposals / reviews / investment instructions from clients
• To facilitate the preparation and fulfilment of all investments / withdrawals / switches / top ups / reviews as requested by client or Wealth Manager
Qualifications
NQF 7 qualification
Post-graduate Diploma in Financial Planning qualification would be an advantage
Experience :
The job holder should have a minimum of 3 years’ experience in a financial services environment, and
broad knowledge of the Bank’s internal structures, policies and procedures, infrastructure and systems is an advantage
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Attention to detail and accuracy
- Organising and prioritising work on a day to day basis
- Adhere to deadlines
- Relationship building skills
- Ability to use initiative and plan accordingly
Technical Competencies:
- Economic Analysis
- Financial Acumen
- Financial Analysis
- Performance Benchmarking
- Research