Wealth Manager at Standard Bank Group

Job Description

• As a Wealth Manager, you will be entrusted with managing and growing a portfolio of high-net-worth individuals. You’ll provide bespoke financial advice and holistic wealth solutions, leveraging a full suite of products and services, including investment planning, estate structuring, and retirement strategies

Qualifications

• Type of Qualification: First Degree
• Field of Study: Business Commerce
• Type of Qualification: Post Graduate Degree
• Field of Study: Finance and Accounting
• Licenses & Certifications: Certified Financial Planner-CFP Board, FAIS Representative, FINRA Licenses 7, 66, or 7, 63,65

Experience Required
Wealth and Investment
Personal and Private Banking

• 5-7 years relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment.
• Experience in Investment Planning, Retirement Planning, Estate Planning, Fiduciary Planning and structuring in the HNW space
• Strong understanding of investment planning, estate planning, retirement planning and tax-efficient strategies
• Optimise customer contribution and ensure value add to customers through cross-selling, specifically focusing on wealth and
  lending opportunities. Grow portfolio profitability through the utilisation of opportunities and development of multi-channel delivery strategies, such as actively managing customer migration onto electronic banking and investment channels, while managing customer migration between segments, sub-segments and Private Bank
• Identify assets under management and new opportunities through Financial Planning and place investments in line with the approved List of Group and Non Group investment products.
• Work closely with the Structured Lending Specialist to initiate business deal proposals for new facilities, or facility modifications that require the assessment of credit or other risk and motivate the deal with insightful information regarding business strengths and vulnerabilities

Additional Information

Behavioural Competencies:

• Articulating Information
• Checking Things
• Conveying Self-Confidence
• Convincing People
• Developing Expertise
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Pursuing Goals
• Seizing Opportunities

Technical Competencies:

• Client Knowledge
• Financial Analysis
• Financial Planning
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)