Manager, Insurance Wealth Insure (Cape Town)

Job Description

To be accountable for a portfolio of High Net worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: First Degree
Field of Study: Legal
Experience Required
Affluent Clients
Personal and Private Banking
5-7 years
The role requires relevant experience with specialist and technical knowledge in the financial services industry, in Wealth, Private Clients, Business Banking or Investment Banking. Experience in structuring business, personal as well as lending deals.

Additional Information

Behavioural Competencies:

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Impressing People
• Interacting with People
• Pursuing Goals
• Team Working
• Understanding People
• Valuing Individuals

Technical Competencies:

• Banking Process & Procedures
• Cross and Up-Selling
• Customer Understanding ( Consumer Banking)
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)