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Banker, Private

Closing: May 24, 2024

This position has expired

Published: May 3, 2024 (26 days ago)

Job Requirements

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Work experience:

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Job Summary

Contract Type:

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Qualifications

  • Minimum of First Degree in Finance / Accounting or any related field
  • Professional qualification in CIBN, CIWM, ACCA, ACA, ICAN will be an added advantage.
  • Minimum of 7 - 10 years experience in wealth management, investment banking

Behavioural Competencies:

  • Upholding Standards
  • Conveying Self-Confidence
  • Upholding Standards
  • Seizing Opportunities

Technical Competencies:

  • Customer Understanding
  • Product Knowledge
  • Banking Process and Procedures
  • Cross and Up-Selling
Responsibilities

Qualifications

  • Minimum of First Degree in Finance / Accounting or any related field
  • Professional qualification in CIBN, CIWM, ACCA, ACA, ICAN will be an added advantage.
  • Minimum of 7 - 10 years experience in wealth management, investment banking

Behavioural Competencies:

  • Upholding Standards
  • Conveying Self-Confidence
  • Upholding Standards
  • Seizing Opportunities

Technical Competencies:

  • Customer Understanding
  • Product Knowledge
  • Banking Process and Procedures
  • Cross and Up-Selling


  • Accountable for Portfolio of Private Banking Clients, integrating and coordinating all Stanbic IBTC and Standard Bank Group products, services and resources to maximise the value of the business relationship and ensure profitability for the bank and the client.
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the group.

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