Vacancieshut
Website Standard Bank
Job Description:
To lead a team of relationship managers ensuring they have the capacity, guidance and resources that they require to provide optimal advise, support and service to clients, to develop the business. Additionally, be accountable to manage an assigned portfolio of high net worth client accounts.
Job Responsibilities:
- Translate and operationalise the strategy and monitor, measure and adjust plans to align with actual performance and the regional strategy
- Contribute towards the formulation and implementation of the regional wealth management strategy, in line with overall wealth management objectives and regional priorities.
- Lead acquisition of new business for the team portfolio in line with the Customer Value Proposition segment specifications and acquisition targets to increase market share.
- Ensure successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by intimately understanding the customer, servicing the customer’s business and personal financial needs and focusing on the management of key accounts.
- Oversee effective identification, resolution and monitoring of client’s queries, complaints and requests timeously, following issues through to resolution. Ensure all cases of recurring problems are identified and rectified promptly.
- Establish and build relationships with clients based on mutual respect in assigned portfolio by delivering exceptional service levels, specifically focusing on a pro-active contact strategy and programme. Lead the team to achieve the same for the overall team portfolio.
- Provide subject matter expertise, strategic insights and performance metrics / reports to the leadership to facilitate the achievement of the respective strategic objectives.
Qualification & Experience:
- At least 8-10 years 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.
- At least 5 years experience in leading and managing an operational team within a banking ecosystem.
- Must have completed FAIS regulatory accreditation
- A Post Graduate Degree, in addition to a degree/equivalent in Finance, Business Administration, Law or related field. is a minimum requirement for this role.
- An MBA or equivalent would be an advantage
Job Details:
Company: Standard Bank
Vacancy Type: Full Time
Job Location: Cape Town, Western Cape, SA
Application Deadline: N/A
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