Estate & Private Banking Financial Planner

Standard Bank Group; Noordwes; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Standard Bank Group is seeking a qualified professional to provide tailored financial and estate planning advice to Private and Business Banking clients. The role covers Signature, Premium, Growth, and Commercial Banking segments, focusing on complex financial needs and regulatory compliance.

Candidates should have 3-5 years in sales, with expertise in intermediary banking/insurance, and a solid understanding of long-term insurance products and bank processes. No supervision is required.

Qualifications

• 3-5 years of experience in a sales environment with intermediary banking/insurance services.
• Understanding of long-term insurance products.
• Understanding of bank products, processes and systems.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice aligning with Private & Business Banking segments.
• Assist clients in solving complex financial needs within the FAIS/FSCA framework.

Skills

Sales experience

Intermediary services

Long term insurance

Bank products knowledge

Education

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or FAIS/FSCA-aligned qualification

RE 5: Representatives

Job description

Standard Bank Group is seeking a qualified professional to provide tailored financial and estate planning advice to Private and Business Banking clients. The role covers Signature, Premium, Growth, and Commercial Banking segments, focusing on complex financial needs and regulatory compliance.

Candidates should have 3-5 years in sales, with expertise in intermediary banking/insurance, and a solid understanding of long-term insurance products and bank processes. No supervision is required.