Head, Money Management Solutioning

2 weeks ago


Johannesburg, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

Business Segment:
Personal & Private Banking

Location:
ZA, GP, Johannesburg, Baker Street 30
To define money management and financial wellness solutions for Personal and Private Banking South Africa (PPB SA). To drive a mind shift change from traditional product selling to assisting clients holistic financial wellness through integrating best practice money management principles across all CVPs, products and reward programmes for PPB SA

Define market leading strategy for financial wellness in order to enable financial planning and advisory expertise across the businessDevelop financial wellness and coaching (staff and customers) concepts, philosophy and frameworks.

Integrate money management principles across all CVPs, products and rewards for PPB SADrive mindset change to promote financial wellness as a key driver of the business strategyPromote responsible lending through the provision of input into segment and product value propositions.

Focus on shifting conversations to be more personal financial wellness based as opposed to selling a product.
Assist in providing marketing and PR content related on Money Management and Financial Planning.
Research and recommend alternative remuneration models and scorecards for frontline.

Assists with scoping first-of-its-kind solutions and initiatives to deliver on the Money Management strategy – assists in leading from blue sky thinking to business-as-usual implementation.

Demonstrates deep client understanding – challenges/struggles, behaviour shifts needed, ideal next steps, etc. across the PPBSA client segment continuum.

Demonstrates Financial Planning and Advisory Expertise as well as a deep understanding of regulatory environmentLeads on Business Cases & Strategic KPIs for the Business UnitDrives research initiatives – hypothesis formulation, scope, testing, etc.

Provide formal and informal training content for upskilling of employees & frontlineProvide guidance to coverage teams on how to operationalize financial wellness and advisory aspects of the CVP across client continuum.


Qualifications Minimum Qualifications Type of Qualification:
First Degree

Field of Study:
Business Commerce

Experience Required Unayo
Business & Commercial Clients
More than 10 years
Experience in the development of value propositions in a financial services environment with a focus on financial wellness.
Additional Information

Adopting Practical ApproachesChallenging IdeasExploring PossibilitiesGenerating IdeasInteracting with PeopleMaking DecisionsProviding InsightsPursuing GoalsResolving ConflictThinking PositivelyClient Business CaseCoaching and MentoringPlease note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or

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