JOB DESCRIPTION

• To manage an assigned portfolio of high net worth client accounts providing  advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the defined revenue targets through retention of existing business and acquisition of new business, in order to maximise bank’s profitability.

QUALIFICATIONS

Minimum qualification

Business Commerce Degree

Other minimum qualifications, certifications or professional memberships

• A degree/equivalent in Finance, Business Administration, Law, CFP or related field. Completion of FAIS regulatory exams.
• 5-7 years client facing banking experience in private banking/ private wealth/ investment banking/ commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution.

ADDITIONAL INFORMATION

Behavioural Competencies

• Exploring Possibilities
• Adopting Practical Approaches
• Examining Information
• Documenting Facts
• Interacting with People

Technical Competencies

• Customer Understanding
• Product Knowledge
• Client Retention
• Client Servicing
• Mind of Customer Experience