Consultant, WI on Call at Standard Bank Group

JOB DESCRIPTION

To fulfil and execute client demand for an assigned portfolio of high net worth accounts providing optimal service and support, while coordinating all Standard Bank products, services and resources, thereby enabling the achievement of defined revenue targets and client satisfaction, within applicable risk and governance parameters.

QUALIFICATIONS

Minimum requirements

• Three year Commerce Degree/Diploma or FAIS Aligned qualification
• 5 - 7 Years banking experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards and
• Experience in a client facing environment fulfilling client demand (credit/banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of products and services available to clients.

Preferred requirements

• Experience of working in a similar mid-office environment or operations
• RE05

ADDITIONAL INFORMATION

Behavioural Competencies:

• Adopting Practical Approaches
• Articulating Information
• Checking Details
• Documenting Facts
• Examining Information

Technical Competencies:

• Banking Process & Procedures
• Client Knowledge
• Client Servicing
• Customer Reception & Channelling
• Customer and Product Understanding