Business Segment: Personal & Private Banking
Company: Standard Advisory London
Location: GB, undefined, London, 20 Gresham Street
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 inBusiness 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
