Stephen Backhouse Email & Phone Number

City Of Johannesburg, Gauteng, South Africa

Melrose Arch, Johannesburg, South Africa

Melrose Arch, Johannesburg, South Africa

I was responsible for the STANLIB retail relationship with Standard Bank focusing on Standard Bank Financial Consultancy, and Wealth and Investments with the following key responsibilities and requirements: Manage and develop relationships within Standard Bank Wealth, identify opportunities and grow business flows from Standard Bank Accountability of the national STANLIB retail sales budget (Asset Management and LISP) from Standard Bank Wealth segments specifically Standard Bank Financial Consultancy, Bank Branches, and Wealth and Investments Development of STANLIB customer value proposition into various Standard Bank customer segments Explore new opportunities within Standard Bank retail channels Sound understanding of Bancassurance agreement between Standard Bank and Liberty Good technical knowledge and understanding of financial markets, products, and trends Continuously keeping up to date with competitor propositions and offerings

Melrose Arch, Johannesburg, South Africa

I had a dual role of research development and sales of the STANLIB Single Manager portfolios with the following key responsibilities:Research and Development – Portfolio Analysis, Competitor analysis, and Market IntelligenceSales – Regional and channel analysis and strategy, Drive sales targets, and Relationship management

Cape Town Area, South Africa

I advised Standard Bank branch clients on their investments and risk products based on their financial and life stage needs Understanding clients’ needs Direct and indirect sales Relationship building Customer service for existing clients

Leadership Principles, Strategic Leadership

Bachelor Of Commerce - Honours, Financial Analysis And Portfolio Management

Bachelor Of Commerce - Bcom, Economics