Head: Wealth & Investment Client Coverage, Cape

Job Description

Job PurposeTo be responsible for the Wealth and Investment team to ensure that all sales management, client value propositions and financial targets are achieved.To be accountable for all client engagement, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the business relationship and to ensure profitability for the bank and the client.Key Responsibilities/AccountabilitiesBuilding relationshipsAccountable for the relationship with the client, across all hierarchical levels, which includes integrating and coordinating all contact between the bank and the client.Leverages Group resources (i.e. CIB, Liberty, Business Banking and Commercial Banking) to service ultra-high net-worth (UHNW) clients.Maintains the integrity of existing propositions and processes as well as expands potential client base over the medium- to longer-term.Maintains relationships with and services Standard Bank’s most important ultra-high net worth family clients.Establishes credibility and overall profitability for the bank and the client by the skilful application of specialist knowledge to deal with diverse client environments and provides qualified leads to relevant areas within the bank (e.g. Wealth, Lending, PBB, CIB, International).

Responsibilities + Skills

Understanding of the Wealth and Investment client profile and lifestyle.Knowledge of the full product spectrum as relevant to the WI market, including features, benefits, pricing, product combination possibilities for optimum use and relationship to other more specialised products.



15 years experience within financial services.5 years in banking, financial planning, lending and relationship management.5 years in relationship management at a senior level.

Job Summary

  • Published on: Monday, 21st December 2020
  • Designation: Head: Wealth & Investment
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Monday, 21st December 2020

About the Company

  • Company Name: Standard Bank Group.
  • Address: 9th Floor 011 636 9111/2 SBZAZAJJ Standard Bank Centre 5 Simmonds Street Johannesburg 2001 P O Box 7725
  • Website: https://www.standardbank.co.za
  • Company Profile:
  • To provide design and build decision agents and Credit process requirements for all Personal and Business products across the risk lifecycle for a particular stream (i.e. origination, account management and collections - to be customised per jobholder). This includes the process design of the end-to-end solution and working closely with appropriate Architectures (e.g., IT, Credit, Business, Data, etc.) to formulate sustainable strategic solutions.

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