Head, Employee Benefits, Money Management & Advisory at Standard Bank Group

Job Description

• To develop and drive the Money Management & Advisory Corporate (Umbrella Funds) strategy into Business Banking. Enhance client experience and fee income by aggressively growing the client base via Ecosystem acquisitions and value-added client propositions. Take overall accountability by ensuring all sales, ongoing client management, client value propositions, risk management and financial targets are achieved. Manage and build the corporate coverage team to meet objectives.
• Acts as Key Individual (KI) for Corporate and Pensions matters relating to Financial Advisory and Intermediary Services (FAIS). Ensures that all SBFC employee benefits staff are FAIS compliant.

Qualifications

Minimum Qualification:

• B.Com Degree in Wealth Management / Investment Management / Financial Planning (or any relevant qualification)
• RE 1: Key Individual
• Certified Financial Planner (CFP Board)

Experience Required:

• 5-7 years Experience in the Employee Benefits Industry in terms of FAIS for SBFC.
• 5-7 years Experience in managing a team of financial planners.
• 5-7 years Experience in acting as KI for a range of FAIS categories.