Executive Financial Planner

Standard Bank Group; Pietermaritzburg; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Standard Bank Group in South Africa seeks a seasoned financial planner to provide private and business banking advisory services. You will tailor financial and estate planning solutions addressing complex client needs, leveraging deep FAIS knowledge across SBFC product categories.

The role requires diplomas in banking or related fields and a minimum of 5–7 years experience, with strong client-facing and compliance capabilities in a dynamic financial services environment.

Qualifications

• Diploma in Banking; Field of Study: Banking
• First Degree; Field of Study: Business Commerce
• Experience Required: 5-7 years in all product categories in terms of FAIS for SBFC including Business Assurance

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients to solve for their complex financial needs

Skills

Articulating Information

Convincing People

Developing Expertise

Documenting Facts

Establishing Rapport

Examining Information

Exploring Possibilities

Following Procedures

Interacting with People

Interpreting Data

Making Decisions

Managing Tasks

Producing Output

Providing Insights

Seizing Opportunities

Showing Composure

Taking Action

Thinking Positively

Understanding People

Upholding Standards

Education

Diploma in Banking

First Degree in Business Commerce

Job description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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

Type of Qualification: Diploma
Field of Study: Banking
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Client Coverage
Consumer & High Net Worth
5-7 years
Experience in all the product categories in terms of FAIS for SBFC including Business Assurance.

Behavioural Competencies:

• Articulating Information
• Convincing People
• Developing Expertise
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Interpreting Data
• Making Decisions
• Managing Tasks
• Producing Output
• Providing Insights
• Seizing Opportunities
• Showing Composure
• Taking Action
• Thinking Positively
• Understanding People
• Upholding Standards

Technical Competencies:

• Financial Acumen
• Financial Analysis
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Legal Compliance