Job Description: Responsibilities, Qualifications, and Necessary Skills
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 qualification: Degree in Finance and Accounting or Business Commerce
- Completion of FAIS regulatory exams
- 3 - 4 years experience banking experience in a Wealth Management business and a good understanding of operational and administrative processes as well as risk and compliance standards. Experience working in a similar mid-office environment or operations would be preferred.
- 3-4 years 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.
ADVERTISEMENT
CONTINUE READING BELOW
ADDITIONAL INFORMATION
Behavioural Competencies
- Exploring Possibilities
- Adopting Practical Approaches
- Examining Information
- Documenting Facts
- Interacting with People
Technical Competencies
- Customer Understanding
- Product Knowledge
- Banking Process and Procedures
- Client Knowledge
- Client Servicing