At a Glance
- Tasks: Provide expert wealth management and personalised financial advice to clients.
- Company: Join Standard Advisory, a leader in personal and private banking.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in the financial services industry.
- Why this job: Make a real difference in clients' financial futures with your expertise.
- Qualifications: Postgraduate diploma and 3-7 years of relevant banking experience required.
The predicted salary is between 60000 - 75000 £ per year.
To provide Wealth and Investment Clients with comprehensive, product agnostic relationship management and optimal service along with sound advice regarding their long-term wealth, estate and offshore planning. The service offering further includes advice and structuring of lending, Trust and banking discussions in addition to their Investment Wealth.
Qualifications
- Education: Post Graduate Diploma in Business Commerce or similar studies
- Experience Required:
- 3-4 years' experience in Personal and Private Banking within Wealth and Investments
- 3-4 years' experience in a retail environment which will provide the skills for client needs, relationships and the offerings from which to build on in wealth.
- 5-7 years relevant experience with specialist and technical knowledge in the financial services industry, preferably with relationship management experience in Wealth, Private Clients, Business Banking or Investment Banking
Additional Information
- Adopting Practical Approaches
- Articulating Information
- Conveying Self-Confidence
- Developing Strategies
- Documenting Facts
- Banking Process & Procedures
- Client Knowledge
- Customer Reception and Channelling
- Customer Understanding (Business Banking)
Wealth Manager employer: Standard Bank of South Africa Limited
Standard Bank of South Africa Limited is an excellent employer, offering a dynamic work environment in Greater London where innovation and compliance are at the forefront of our operations. We prioritise employee growth through continuous training and development opportunities, fostering a culture of collaboration and support. Join us to be part of a team that values your expertise and commitment to data privacy in the financial sector.
Contact Details:
Standard Bank of South Africa Limited Recruitment Team
