Manager, Relationship Wealth at Standard Bank Group

Job Purpose:

• To be accountable for a portfolio of High-Net-Worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client.

Key Responsibilities:

• Generate new business opportunities in the Kenyan market for the onshore and offshore businesses.
• Meet agreed revenue targets.
• Meet global service/experience standards of Standard Bank Wealth and Investment through ownership of the relationship and by providing a single point of entry for the client into Wealth and Investment and Group offerings.
• Take accountability for client profitability on a product agnostic basis (ie across the clients’ portfolio of products)
• Coordinate and execute an appropriate client contact plan and ensure coordination with broader marketing and events.
• Identify and manage business risks for Standard Bank / Stanbic ban by ensuring that standards, regulations and required processes are adhered to
• Provide appropriate guidance to clients on products and service offerings and ensure that these are packaged and structured to minimize risk to protect the interest of both parties. Collaborate with product specialists (both onshore and offshore)
• Broaden client relationships within the Group through introductions and facilitation of business flows through CIB, PBB and Liberty as appropriate.
• Represent Standard Bank Wealth and Investment function in a professional manner, help build its profile and reputation as a high-quality service, with a focus on maintaining long-term relationships with clients.

QUALIFICATIONS
Minimum Qualifications

• Type of Qualification: First Degree
• Field of Study: Business Commerce
• Type of Qualification: First Degree
• Field of Study: Legal

Experience Required

• Affluent Clients
• Consumer & High Net Worth
• 5-7 years
• The role requires relevant experience with specialist and technical knowledge in the financial services industry, in Wealth, Private Clients, Business Banking or Investment Banking. Experience in structuring business, personal as well as lending deals.

ADDITIONAL INFORMATION
Behavioral Competencies:

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Impressing People
• Interacting with People
• Pursuing Goals
• Team Working
• Understanding People
• Valuing Individuals

Technical Competencies:

• Banking Process & Procedures
• Cross and Up-Selling
• Customer Understanding ( Consumer Banking)
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)