Private Wealth Investment Advisor

Standard Bank Group; Johannesburg; On-site; ZAR 720,000 - 1,000,000; Full time

Job summary

Standard Bank Group is seeking an Investment Advisor (Investment Solutions) to provide tailored investment guidance to clients, ensuring adherence to regulatory standards and internal policies. The role targets revenue growth and AUM objectives within Private Clients, Business Banking, and Investment Banking segments.

Ideal candidates have a First Degree in Business Commerce, 3–4 years of experience in financial services, and proven ability to articulate strategies and understand client needs in

Qualifications

• First Degree in Business Commerce required.
• Experience in affluent client segments is essential.
• 3–4 years in financial services, preferably with relationship management in Private Clients, Business Banking or Investment Banking.

Responsibilities

• Provide investment advice to Clients in accordance with WIN's policies, procedures and codes of practice, aligned to revenue, asset targets and client objectives.

Skills

Articulating Information

Conveying Self-Confidence

Developing Strategies

Exploring Possibilities

Active Investment Management

Customer Understanding (BusinessBank)

Economic Analysis

Performance Benchmarking

Product Knowledge (Business Banking)

Research

Education

First Degree in Business Commerce

Job description

Standard Bank Group is seeking an Investment Advisor (Investment Solutions) to provide tailored investment guidance to clients, ensuring adherence to regulatory standards and internal policies. The role targets revenue growth and AUM objectives within Private Clients, Business Banking, and Investment Banking segments.

Ideal candidates have a First Degree in Business Commerce, 3–4 years of experience in financial services, and proven ability to articulate strategies and understand client needs in