Specialist, Key Account Manager INN8

Standard Bank Group; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Standard Bank Group is seeking a client services professional to support the INN8 Intermediary Servicing client facing team, providing day-to-day management, technical, operational and administrative support.

The role emphasizes client service excellence, understanding wealth management products, and collaboration with advisers, ensuring high standards and compliant processes.

Qualifications

• Diploma in Business Commerce, Finance and Accounting.
• 3-4 years of experience in a client-facing environment.
• Experience in client service/reporting within wealth management.
• Understanding of operational, administrative processes, risk and compliance.

Responsibilities

• Support day-to-day client and adviser management functions for INN8 Intermediary Servicing.
• Provide technical, operational and administrative support to the Distribution Team.

Skills

Client facing

Problem solving

Service orientation

Financial services knowledge

Education

Diploma in Business Commerce, Finance and Accounting

Job description

Business Segment: Insurance & Asset Management

To perform a client services role responsible for the day-to-day client and adviser management function in support of the INN8 Intermediary Servicing client facing team. The role provides technical, operational and administrative support to the Distribution Team on a professional and consistent basis.

Qualifications

Type of Qualification: Diploma
Field of Study:Business Commerce, Finance and Accounting
Experience Required
3-4 years

Experience in a client facing environment fulfilling client demand with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.
Experience in client service/ reporting
3-4 years
The role requires financial/investment experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience of working in a similar mid-office environment or operations would be preferred.

Additional Information

• Adopting Practical Approaches
• Articulating Information
• Checking Things
• Documenting Facts
• Examining Information
• Investment and Asset Management Processes & Procedures
• Client Knowledge
• Customer Reception and Channelling

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.