To fulfil and execute client demand for an assigned portfolio of high net worth accounts providing optimal service and support, while coordinating all Standard Bank products, services and resources, thereby enabling the achievement of defined revenue targets and client satisfaction, within applicable risk and governance parameters.
Minimum qualification: Degree in Finance and Accounting or Business Commerce
Completion of FAIS regulatory exams
3 - 4 years experience banking experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.
3-4 years experience in a client facing environment fulfilling client demand (credit/banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
Adopting Practical Approaches
Interacting with People
Banking Process and Procedures