Standard Bank Group

Runs banking and financial services across Africa

Administrator - Portfolio

Wealth Management & Financial AdvisoryPosted on Nov 11

Full-timeJohannesburg, South AfricaNo salary listedHybrid

About the Job

Requirements

A First Degree in Business Commerce, Finance and Accounting, or Banking.
Three to four years of experience providing research and analysis in wealth management, investments, private banking, or financial advisory environments.
Exposure to investment products, portfolio analysis, financial planning, or client servicing activities.
Competencies include articulating information, conveying self-confidence, convincing people, documenting facts, establishing rapport, examining information, exploring possibilities, providing insights, pursuing goals, seizing opportunities, taking action, and upholding standards.
Technical competencies include client knowledge, customer understanding in consumer banking, financial analysis, financial planning, and customer experience.

Responsibilities

Support wealth managers in delivering investment and wealth solutions to international affluent and high-net-worth clients through research, portfolio analysis, client servicing, and implementation activities.
Help ensure an exceptional client experience and regulatory compliance.

Job Description

To support wealth managers in delivering investment and wealth solutions to international affluent and HNW clients through research, portfolio analysis, client servicing and implementation activities, ensuring an exceptional client experience and regulatory compliance.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Banking

Experience Required
Wealth and Investment
Personal and Private Banking
3-4 years
Experience in providing research and analysis for wealth management, investments, private banking or financial advisory environments. Exposure to investment products, portfolio analysis, financial planning or client servicing activities.

Behavioural Competencies:

Articulating Information
Conveying Self-Confidence
Convincing People
Documenting Facts
Establishing Rapport
Examining Information
Exploring Possibilities
Providing Insights
Pursuing Goals
Seizing Opportunities
Taking Action
Upholding Standards

Technical Competencies:

Client Knowledge
Customer Understanding ( Consumer Banking)
Financial Analysis
Financial Planning
Mind of Customer Experience

Additional Information

About the Company

Standard Bank Group

Runs banking and financial services across Africa

Standard Bank Group operates banking, insurance and investment businesses focused on Africa, serving individuals, families, businesses and institutional clients. Its services cover everyday accounts and payments, savings and lending, business finance, corporate transactions and investment banking. The group also manages insurance, asset management and wealth offerings that support clients through different financial needs and stages of life. Local banking operations connect with international centres and offshore hubs to support cross-border activity, trade and access to financial markets. Founded in 1862, the group is headquartered in Johannesburg, Gauteng, South Africa.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: Johannesburg, South Africa
Founded: 1862

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