Wealth Manager

London Source: WhatJobs
See advert for pay

Location: GB, undefined, London, 20 Gresham Street

Business Segment: Personal & Private Banking

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)
  • Product Knowledge (Business Banking)

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.

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