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High Net Worth Client Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Standard Bank Group Full time

The Private Banking Client Consultant will play a critical role in identifying and pursuing high net worth clients, providing expert financial planning and advice, and staying up-to-date with market trends and regulatory changes.

Responsibilities :

Client Identification and Acquisition :

  1. Develop and execute a proactive client identification strategy to drive business growth and expand the private banking client base.

Financial Planning and Advice :

  1. Collaborate with internal stakeholders to deliver comprehensive financial planning and advice to clients, including investment product recommendations and risk assessments.

Market Intelligence and Analysis :

  1. Stay informed about market trends, economic conditions, and regulatory changes that impact the financial services industry.
  2. Utilize market intelligence to inform client conversations and provide actionable insights that drive business growth.

Qualifications :

  1. Proven track record of success in client acquisition and retention within a similar role.
  2. Bachelor's degree in Business, Finance, or related field.
  3. Strong expertise in financial analysis, risk assessment, and investment products.