Manager, Wealth, Stanbic IBTC Asset Management Limited
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
To provide Wealth and Investment clients with full product agnostic relationship management and excellence of service within a responsive controlled environment. To acquire new Wealth and Investment Clients and enhance profitability through proactive cross-selling of Group products to existing and new clients. To provide sound advice to clients with regards to their long-term wealth and estate plans requiring a sound understanding of investment and risk solutions.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce Finance and Accounting
Experience Required
Wealth and Investment
7-10 years
Knowledge of regulatory and legislative requirements in the banking industry. Experience in a client facing environment fulfilling demand (credit/banking/operations) with a focus on maintaining high standards of service and problem resolution. An understanding of products and services available to clients. Experience of working in a similar environment or operations would be preferred.
Proven track record in the financial services industry preferably with relationship management experience in Private Clients Business Banking or Investment Banking
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Challenging Ideas
- Checking Things
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Interpreting Data
- Making Decisions
- Managing Tasks
- Meeting Timescales
- Producing Output
- Providing Insights
- Resolving Conflict
- Seizing Opportunities
- Taking Action
- Team Working
- Upholding Standards
Technical Competencies:
- Banking Process & Procedures
- Credit Delivery
- Customer Understanding ( Consumer Banking)
- Operations Risk Management
- Product Knowledge (Consumer Banking)
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more
