Executive Financial Planner

Standard Bank South Africa; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading banking institution in Johannesburg is seeking a skilled professional to provide financial and estate planning advice to both private and business banking clients. This full-time position requires addressing complex financial needs and will suit someone at a mid-senior level in their career.

Responsibilities

• Provide financial and estate planning advice to clients.
• Address complex financial needs for private and business banking clients.

Job description

Leader | Coach | Mentor | Business Consultant

To provide appropriate financial and estate planning advice to Private and / or Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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