Accountable for Portfolio of Private Banking Clients, integrating and coordinating all Stanbic IBTC and Standard Bank Group products, services and resources to maximise the value of the business relationship and ensure profitability for the bank and the client. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the group.
Qualifications
- Minimum of First Degree in Finance and Accounting or any related field
- Professional qualification in CIBN, CIWM, ACCA, ACA, ICAN will be an added advantage.
- Minimum of 7-10 years’ experience in wealth management, investment banking
Additional Information
Behavioural Competencies
- Upholding Standards
- Conveying Self-Confidence
- Upholding Standards
- Seizing Opportunities
Technical Competencies
- Customer Understanding
- Product Knowledge
- Banking Process and Procedures
- Cross and Up-Selling
