Job Overview
Business Segment: Personal & Private Banking
Location: NG, OG, Ota, Sango Over Bridge
Job Type: Full-time
Job Ref ID: 80427642A-0001
Date Posted: 10/17/2024
Job Description
Accountable for Portfolio of Private Banking Clients, integrating and coordinating all Stanbic IBTC and Standard Bank Group products, services and resources to maximise the value of the business relationship and ensure profitability for the bank and the client. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the group.
Qualifications
Minimum of First Degree in Finance and Accounting or any related field
Professional qualification in CIBN, CIWM, ACCA, ACA, ICAN will be an added advantage.
Minimum of 5-9 years' experience in wealth management, investment banking, and Sales management
Additional Information
Customer Understanding
Product Knowledge
Banking Process and Procedures
Cross and Up-Selling
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or Transaction Fraud Ops SA@standardbank.co.za