Manager, Insurance Wealth Insure (Cape Town)

Posted 16 Days Ago
Be an Early Applicant
Johannesburg, Gauteng
Senior level
Financial Services
The Role
The Manager, Insurance Wealth Insure role focuses on managing a portfolio of High Net Worth clients, providing financial advice on wealth, estate, and offshore planning, and integrating various bank products to enhance client relationships and profitability.
Summary Generated by Built In

Job Description

To be accountable for a portfolio of High Net worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Legal
Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
The role requires relevant experience with specialist and technical knowledge in the financial services industry, in Wealth, Private Clients, Business Banking or Investment Banking. Experience in structuring business, personal as well as lending deals.

Additional Information

Behavioural Competencies:

  • Adopting Practical Approaches
  • Documenting Facts
  • Empowering Individuals
  • Examining Information
  • Exploring Possibilities
  • Following Procedures
  • Impressing People
  • Interacting with People
  • Pursuing Goals
  • Team Working
  • Understanding People
  • Valuing Individuals

Technical Competencies:

  • Banking Process & Procedures
  • Cross and Up-Selling
  • Customer Understanding ( Consumer Banking)
  • Financial Analysis
  • Mind of Customer Experience
  • Product Knowledge (Consumer Banking)
The Company
Johannesburg
63,856 Employees
On-site Workplace
Year Founded: 1862

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.

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