To provide Wealth and Investment Clients with comprehensive, product agnostic relationship management and optimal service along with sound advice regarding their long-term wealth, estate and offshore planning. The service offering further includes advice and structuring of lending, Trust and banking discussions in addition to their Investment Wealth.
Qualifications
Minimum Qualification:
Post Graduate Diploma in Business Commerce
Experience Required :
3 - 4 years experience in Personal and Private Banking
Experience in a retail environment which will provide the skills for client needs, relationships and the offerings from which to build on in wealth.
5 - 7 years experience in Personal and Private Banking
Require relevant experience with specialist and technical knowledge in the financial services industry, preferably with relationship management experience in Wealth, Private Clients, Business Banking or Investment Banking.
Key Outputs :
Broaden client relationships within the Group through introductions and facilitation of business flows through CIB, PBB and Liberty
Contribute towards the formulation of the wealth management strategy, in line with overall wealth management objectives
Deliver exceptional levels of service to clients by owning customer issues, keeping customers informed, and ensuring all their requirements are met timeously
Develop and maintain relationships with various stakeholders that will aid in providing optimal service to the client
Develop and maintain strong relationships with clients, gaining a deep understanding of their requirements and partnering with them as a trusted advisor to achieve their goals
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Conveying Self-Confidence
Developing Strategies
Documenting Facts
Empowering Individuals
Impressing People
Interacting with People
Making Decisions
Providing Insights
Resolving Conflict
Showing Composure
Technical Competencies:
Customer Understanding (Business Banking)
Product Knowledge (Business Banking)
Banking Process & Procedures
Client Knowledge
Client Servicing
Customer Reception and Channelling
#SBO
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
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.