Administrator, Wealth at Standard Bank Group

Job Description

• Standard 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

Qualifications

• 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