Wealth Manager

Standard Bank Group; Saint Helier; On-site; GBP 70,000 - 110,000; Full time

Job summary

Standard Bank Offshore is seeking a Senior Relationship Manager to service High Net Worth and Ultra High Net Worth clients across East Africa, delivering comprehensive wealth management and offshore planning solutions.

You will promote the International Wealth & Investment proposition, build enduring client relationships, and coordinate with lawyers, accountants and family offices to meet client objectives.

Qualifications

• Build and deepen relationships with high-net-worth clients.
• Acquire new wealth clients and grow assets and revenue through cross-selling onshore and offshore products.
• Provide expert advice on investments, wealth structuring, estate planning, and offshore solutions.
• Work closely with lawyers, accountants, family offices, property professionals, and other advisers to deliver client solutions.
• Host client events and present wealth management offerings to prospective and existing clients.
• Ensure compliance with relevant regulations, policies, and risk standards.
• Provide strategic insights and performance reporting to leadership.

Skills

Relationship management

Wealth management

Cross-selling

Client advisory

Compliance awareness

Strategic insights

Education

Post Graduate Diploma in Business Commerce

Job description

• Business Segment: Personal & Private Banking

Company Description

Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.

Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, MAUs and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

NOTE: This role does not offer Relocation or Sponsorship. Applicants must be eligible to work in the location

To provide High Net Worth and Ultra High Net Worth clients across East Africa with comprehensive, product-agnostic relationship management, exceptional service and trusted advice relating to their long-term wealth, investment, estate and offshore planning needs. The role is responsible for promoting and delivering the International Wealth & Investment proposition, including investment management, lending, trust and fiduciary solutions, banking services and wealth structuring, while building enduring client relationships and supporting the preservation and growth of client wealth.

Qualifications

• Build and deepen relationships with high-net-worth clients.
• Acquire new wealth clients and grow assets and revenue through cross-selling onshore and offshore products.
• Provide expert advice on investments, wealth structuring, estate planning, and offshore solutions.
• Work closely with lawyers, accountants, family offices, property professionals, and other advisers to deliver client solutions.
• Host client events and present wealth management offerings to prospective and existing clients.
• Ensure compliance with relevant regulations, policies, and risk standards.
• Provide strategic insights and performance reporting to leadership.

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
• Strong knowledge of East African Wealth Markets
• 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)
• Product Knowledge (Consumer Banking)

Additional Information

Stay safe online: all Standard Bank Offshore career opportunities are advertised through our official channels. We will never ask candidates for payment or banking details.

By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply