Business Segment: Personal&Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party solutions, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client. Qualifications Minimum Qualifications Type of Qualification: First Degree Field of Study: Business Commerce Type of Qualification: Post Graduate Degree Field of Study: Business Commerce Experience Required Wealth and Investment Personal and Private Banking 8-10 years The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment. Experience in Investment Planning, Retirement Planning, Estate Planning, Fiduciary Planning and structuring in the HNW space. Additional Information Adopting Practical Approaches Articulating Information Documenting Facts Empowering Individuals Examining Information Exploring Possibilities Following Procedures Generating Ideas Impressing People Interacting with People Banking Process&Procedures Client Knowledge Cross and Up-Selling Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za #J-18808-Ljbffr