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  • Posted: Jul 14, 2025
    Deadline: Not specified
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  • Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...

     

    Administrator, Wealth

    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

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to Standard Bank Group on www.standardbank.com to apply

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