At a Glance
- Tasks: Manage and grow a portfolio of private banking customers with tailored financial solutions.
- Company: Join Standard Bank Offshore, a leading player in Africa's financial services sector.
- Benefits: Competitive salary and the chance to work with talented professionals.
- Other info: Exciting opportunities for career development in a dynamic environment.
- Why this job: Make a real impact by supporting clients' financial growth and success.
- Qualifications: Degree in Business Commerce and 5-7 years in Personal and Private Banking.
The predicted salary is between 45000 - 55000 £ per year.
Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offer a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions.
We're passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our offices in the Isle of Man, Jersey, London, MAUs and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank.
Qualifications
- Minimum Qualification: First Degree in Business Commerce
- Experience Required: 5 - 7 years experience in Personal and Private Banking
- Experience in sales, service, relationship management, credit applications and financial acumen.
Key Outputs
- Proactively promote a relationship-based offering through a primary point of contact, which meets the client expectations by providing personalized financial solutions in line with the client value proposition.
- Adhere to sound account management principles for optimal credit portfolio management execution (i.e., reduced excesses, unauthorised overdrawn accounts and overdue reviews).
- Adherence to required compliance, legislative, regulatory, etc. requirements e.g., KYC.
- Prepare and submit quality credit applications for evaluation and/or approval by Credit, where required or oversee the preparation of credit applications.
- Conduct credit reviews as and when required.
- Ensure the necessary indemnities are in place to receive instructions from the specific client via email or telephone.
- Apply discretion to act on client instructions within defined mandate and escalate where applicable.
Behavioural Competencies
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Empowering Individuals
- Examining Information
- Interacting with People
- Upholding Standards
Technical Competencies
- Banking Process & Procedures
- Commercial Acumen
- Customer Understanding (Consumer Banking)
- Financial Acumen
- Product Knowledge (Consumer Banking)
- Risk Identification
- Risk Reporting
Relationship Manager, International Wealth & Investment employer: Standard Bank Group
Standard Bank Offshore is an exceptional employer, offering a dynamic work environment in the Isle of Man where you can thrive alongside talented professionals in the financial services sector. With a strong focus on employee growth and development, we provide numerous career-enhancing opportunities while fostering a culture of collaboration and innovation. Join us to make a meaningful impact in the banking industry and contribute to the growth of Africa, all while enjoying the unique advantages of working in a vibrant offshore location.
