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Wealth & Investment Relationship Manager (Mombasa) At Standard Bank Group

Standard Bank Group

Banking / Financial Services full time Mombasa Posted 6 days ago

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. "Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the primary goals and standard of excellence we intend to achieve in the medium term. With a heritage of over 150 years, we have an on-the-ground presence in 20 countries in sub‑Saharan Africa; fit-for-purpose representation outside Africa; and a strategic partnership with the Industrial and Commercial Bank of China (ICBC). In line with the realities of risk, regulation, technology and competition that characterise our operating context, we continue to invest significantly in our diversified operations; our people and culture; our systems and infrastructure; and our brand. In doing so, we understand that our commercial success and social relevance over the long term depends on placing our clients at the centre of everything we do, and ensures that the outcomes of our activities are a catalyst for growth on this continent we call home. The long-term foreign currency ratings for The Standard Bank of South Africa, the single largest operating entity within the Standard Bank Group, are: Fitch Ratings BBB- (negative), Moody’s Baa2 (negative) and Standard & Poor’s BBB- (negative). The group is listed on the JSE Limited, share code SBK, and the Namibian Stock Exchange, share code SNB. The largest bank in the world, ICBC, is a 20.1% shareholder in the group. Other than the 20.1% ICBC shareholding, 32.9% of Standard Bank’s shareholder base is foreign. We subscribe to the Code of Banking Practice, a set of principles governing banking in South Africa and ensuring the highest standards of professionalism, integrity and fairness.Job Description Act as primary point of contact for a portfolio of high-net-worth clients, representing the Wealth & Investment offering, building its profile and reputation as a high-quality service offering. Manage a portfolio of high-net-worth client accounts providing advice and relationship support ensuring optimal service, integrating all Stanbic Bank products, services and resources to ensure that their needs are met. Achieve the defined revenue targets through the retention of, and acquisition of new business. Qualifications Type of Qualification: First Degree Field of Study: Business Commerce, Finance, Economics or related field Professional Certifications: Chartered Institute for Securities and Investment Experience Required 8-10 years The role requires client facing banking experience in private banking/private wealth/investment banking/commercial banking, with a good understanding of operational and administrative processes as well as risk and compliance standards and with a focus on maintaining high standards of service and problem resolution. Demonstrated experience in wealth management, investment advisory, and global financial markets, with a strong understanding of asset classes, portfolio construction, diversification strategies, risk management, and market dynamics. Proven ability to interpret market developments and translate complex investment concepts into actionable insights and tailored recommendations for high-net-worth clients. Extensive experience managing affluent and high-net-worth client relationships, with the ability to develop a holistic understanding of clients' financial situations, including business interests, assets and liabilities, liquidity needs, risk tolerance, succession planning, and legacy objectives. Skilled in identifying client needs and providing comprehensive wealth solutions aligned to their long-term financial goals and family aspirations. Behavioural Competencies: Articulating Information Following Procedures Interacting with People Pursuing Goals Seizing Opportunities Team Working Technical Competencies: Client Retention Client Servicing Cross and Up-Selling Customer Understanding  Mind of Customer Experience Product Knowledge