Planner, Financial, Executive

Standard Bank Group; Bethlehem; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Standard Bank Group is seeking an adviser to provide financial and estate planning guidance to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking segments. You will assess clients' needs, design tailored strategies, and present suitable solutions to build lasting relationships.

The role emphasises knowledge of intermediary services for banking and insurance, product familiarity, and adherence to regulatory standards.

Qualifications

• NQF level 6–7 qualification (Advanced Diploma or Degree).
• 120 credits or FAIS/FSCA-aligned qualification.
• RE 5: Representatives.

Skills

Intermediary sales

Education

NQF 6–7 Advanced Diploma or Degree

FAIS/FSCA credits (120)

RE 5 Representatives

Job description

Business Segment: Personal & Private Banking

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.

Qualifications

• NQF level 6-7Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Experience

• 3-5years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the banks products, processes and systems
• No Supervision required

Additional Information

• Articulating Information
• Developing Expertise
• Documenting Facts
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Interpreting Data
• Making Decisions
• Managing Tasks
• Producing Output
• Providing Insights
• Showing Composure
• Taking Action
• Thinking Positively
• Upholding Standards
• Financial Industry Regulatory Framework
• Legal Compliance

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.