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 DescriptionAct as an Advisor by providing expert input to ensure consistently high standards of service delivery aligned to what matters most to clients, particularly in complex and high‑value relationships. Provide first‑line risk, control, and governance assurance through deep technical understanding of policies, procedures, and client engagement processes, ensuring they are adhered to, reviewed, and refined where required to remain effective and relevant. Contribute specialist insight into client lifecycle management, regulatory adherence, and control effectiveness, working closely with Risk, Compliance, Private Banking, and business stakeholders to support robust first‑line defence outcomes and provide leadership with clear, reliable assurance on control health and client management practices.
Qualifications- Bachelor of Commerce in Accounting, Investments, Business, Finance, Economics
- MBA in finance, investments will be advantageous
- CFA will be advantageous
- CFP will be advantageous
Experience:
- 5-7 years: Understanding of the Wealth and Investment market customer profile and lifestyle.
- Sound knowledge of the full product spectrum as relevant to the Wealth and Investment market, including qualification criteria, features, benefits, pricing, product combination possibilities for optimum use and relationship to other more specialised products.
Key Impact Areas:
Act as a specialist advisor to very high‑net‑worth clients, dealing with complex personal and corporate wealth structures with a strong emphasis on capital preservation, stability, and long‑term value creation.
Build and sustain long‑term trust‑based relationships with wealthy and offshore clients by developing a deep understanding of their objectives, values, risk appetite, and jurisdictional sensitivities.
Demonstrate strong commercial judgement when advising on client solutions, balancing growth opportunities with risk management, governance requirements, and regulatory constraints.
Apply a sound understanding of fundamental tax principles and their practical implications on wealth structuring, investment choices, and offshore arrangements, while ensuring appropriate referral to qualified tax specialists where required.
Remain informed on industry‑specific disruptions, geopolitical shifts, regulatory changes, and market developments, and assess their potential impact on client portfolios, structures, and risk exposure.
Behavioural Competencies:
- Conveying Self-Confidence
- Establishing Rapport
- Producing Output
- Providing Insights
- Valuing Individuals
Technical Competencies:
- Banking Process & Procedures
- Client Relationship Management
- Financial Acumen
- Product Knowledge (Business Banking)
- Strategic Business Relationship Management
Top Skills
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.
