Manager, Insurance Wealth Insure (Cape Town)

Overview

Manager, Insurance Wealth Insure (Cape Town)

Job Overview

Business Segment : Insurance & Asset Management

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 maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Qualifications

Type of Qualification : First Degree

Field of Study : Business Commerce

Type of Qualification : First Degree

Field of Study : Legal

Experience Required

Affluent Clients

Personal and Private Banking

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

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Impressing People
• Interacting with People
• Pursuing Goals
• Team Working
• Banking Process & Procedures
• Cross and Up-Selling

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