Position Summary:
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.
Required Education & Experience:
- Business Commerce Degree
- 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.
- A degree/equivalent in Finance, Business Administration, Law, CFP or related field. Completion of FAIS regulatory exams.
- Product Knowledge