Wealth 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

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.