Wealth Manager - High Net Worth Clients

About the role

Standard Bank Offshore, the offshore arm of the Standard Bank Group, is recruiting a Wealth Manager to serve high net worth and ultra high net worth clients across East Africa. The role delivers product-agnostic relationship management and trusted advice on long-term wealth, investment, estate and offshore planning, promoting the International Wealth and Investment proposition including investment management, lending, trust and fiduciary solutions, banking services and wealth structuring. The position is based in Saint-Helier, Jersey, and does not offer relocation or sponsorship; applicants must be eligible to work in the location.

Key responsibilities

• Build and deepen relationships with high-net-worth clients and acquire new wealth clients, growing assets and revenue through cross-selling onshore and offshore products.
• Provide expert advice on investments, wealth structuring, estate planning and offshore solutions.
• Work closely with lawyers, accountants, family offices, property professionals and other advisers to deliver client solutions.
• Host client events and present wealth management offerings to prospective and existing clients.
• Ensure compliance with relevant regulations, policies and risk standards.
• Provide strategic insights and performance reporting to leadership.

Required profile

• Postgraduate diploma in Business Commerce or similar studies.
• 3-4 years' experience in personal and private banking within wealth and investments, or 3-4 years in a retail environment.
• 5-7 years of relevant experience with specialist financial services knowledge, preferably in relationship management within wealth, private clients, business banking or investment banking.
• Strong knowledge of East African wealth markets.
• Eligibility to work in the location; no relocation or sponsorship offered.

Required skills

• Knowledge of banking processes and procedures.
• Client servicing, customer reception and channelling, and customer understanding (business banking).
• Product knowledge of business banking and consumer banking.