Private Wealth Relationship Manager

Standard Bank Group; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Standard Bank Group is seeking a experienced professional in London to provide wealth and investment relationship management with a comprehensive, product-agnostic approach. You will deliver sound advice on long-term wealth, estate and offshore planning while handling lending, trusts and related banking discussions.

Ideal candidates have substantial experience in wealth and private banking within retail environments, plus a strong understanding of financial services and client relationship

Qualifications

• 3-4 years' experience in Personal and Private Banking within Wealth and Investments.
• 3-4 years' experience in a retail environment for client needs and relationships.
• 5-7 years' experience with specialist knowledge in financial services, preferably with wealth/client relationship experience.

Responsibilities

• Provide wealth and investment client relationship management with comprehensive service and sound advice.
• Advise on long-term wealth, estate, and offshore planning and related lending, trusts and banking discussions.
• Develop and maintain client relationships, understand business banking needs and product knowledge, and ensure quality service.

Skills

Relationship management

Wealth & Investment knowledge

Financial services experience

Client needs analysis

Education

Post Graduate Diploma in Business Commerce or similar studies

Job description

Standard Bank Group is seeking a experienced professional in London to provide wealth and investment relationship management with a comprehensive, product-agnostic approach. You will deliver sound advice on long-term wealth, estate and offshore planning while handling lending, trusts and related banking discussions.

Ideal candidates have substantial experience in wealth and private banking within retail environments, plus a strong understanding of financial services and client relationship