Job Overview
Business Segment: Insurance & Asset Management
Location: ZA, WC, Cape Town, Dreyer Street
Job Type: Full-time
Job Ref ID: 80405888A-0001
Date Posted: 7/17/2025

Job Description

The incumbent is responsible for developing new client acquisition and organic client revenue growth strategies and targets at the beginning of the financial year.

Qualifications

Type of Qualification: First Degree
Field of Study: Finance
Type of Qualification: First Degree
Field of Study: Accounting
JSE registered Stockbroker,CSb(SA),RE05,FAIS Compliant

Experience Required
10 years or more in Wealth Management and Investment Management
Experience in Portfolio Management/ equity analysis or equity sales, across both domestic and international markets, with a track record of successfully growing revenue streams
10 or more years in Customer service delivery.

Additional Information

Behavioural Competencies:
Challenging Ideas
Convincing People
Developing Expertise
Developing Strategies
Directing People
Embracing Change
Generating Ideas
Making Decisions
Providing Insights
Resolving Conflict
Taking Action
Understanding People

Technical Competencies:
Client Value Propositions
Coaching and Mentoring
Statistical and Mathematical Analysis
Client Retention
Active Investment Management
Performance benchmarking
Economic Analysis
Financial Management (Financial)
Investment Risk Awareness
Risk Reporting
Risk/ Reward Thinking

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za