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 DescriptionStandard 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
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
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
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What We Do
As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.
