Job Summary
Job Description/Requirements
Job Description
The Wealth Managerâs role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. The Wealth Manager is also expected to identify possible sales opportunities and generate new business for SIAML. A Wealth Manager should be accountable for exploring new business opportunities as well as expand opportunities with existing clients analyze and assess clients offshore and onshore banking and investment needs. Meet agreed team sales and income targets. Finally, Identify and manage business risks indicators for clients of Stanbic IBTC by ensuring that products and service offering are packaged and structured to minimize risk to protect the interest of both parties.Â
Qualifications
Minimum of First degree in related field. Relevant postgraduate business qualification such as MBA, CFA and CFP is an advantage. Minimum of 5 years banking/investment experience with a preference for experience in Credit, Financial Advisory, Project & Structured Finance.Additional Information
Behavioural Competencies
Upholding Standards Generating Ideas Interacting with People Making Decisions Following ProceduresTechnical Competencies
Excellent conflict management resolution Advanced problem solving skills Good time management Effective Business Communication Applications: Microsoft Office SuitePage not found
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