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Manager, Investments at

4 months ago

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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.

Summary


Provide specialist product agnostic investment support and execution to clients and frontline teams to meet clients' investment objectives and feedback to ensure provision of best solution.

Liaise with product specialists across a range of investment asset classes to discuss client requirements and feedback to ensure provision of best solutions.

Provide portfolio analysis and liaise with Clients on own portfolio to feedback on portfolio performance and seek opportunity to cross sell and deepen wallet share.

Qualifications

Minimum Qualifications:
A Degree holder from a recognized University (min – 2nd class upper or equivalent).
A Master's degree and ATS/CISI certification will be an added advantage.

Experience Required

10 years plus of operational/Sales / Portfolio Management / Investment Advisory experience in a securities business or other financial intermediary.

5 years plus banking experience, preferably dealing with affluent clients in a portfolio context.
Experience in upholding the highest levels of service.

Additional Information

Behavioral Competencies:
Challenging Ideas
Convincing People
Developing Strategies
Documenting Facts
Examining Information

Technical Competencies:
Client Business Case
Deal Appraisal
Exception Handling
International Market Knowledge
Product Development