Specialist, Investment

Standard Bank Group; Johannesburg; In loco; ZAR 720.000 - 1.000.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

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

Conoscenze

Articulating Information

Conveying Self-Confidence

Developing Strategies

Exploring Possibilities

Active Investment Management

Customer Understanding (BusinessBank)

Economic Analysis

Performance Benchmarking

Product Knowledge (Business Banking)

Research

Formazione

First Degree in Business Commerce

Descrizione del lavoro

• Business Segment: Insurance & Asset Management

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that 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. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To provide investment advice (Investment Solutions) to Clients in accordance with WIN's policies, procedures and codes of practice in line with the relevant regulations. This advice is dispensed against the backdrop of the agreed annual revenue and product targets as well as the assets under management targets, whilst simultaneously ensuring that Client investment objectives are met. By doing so contribute to WIN's revenue, profitability and growth targets whilst remaining fully compliant.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
3-4 years
Experience in the financial services industry, preferably with relationship management experience in Private Clients, Business Banking or Investment Banking.

• Articulating Information
• Conveying Self-Confidence
• Developing Strategies
• Exploring Possibilitie
• Active Investment Management
• Customer Understanding (Business Banking)
• Economic Analysis
• Performance Benchmarking
• Product Knowledge (Business Banking)
• Research