Planner, Financial, Executive

Standard Bank Group; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a Financial Planner. You will provide financial and estate planning advice to private and business banking clients to meet complex financial needs. Candidates should have 5-7 years of experience in financial services, a diploma in Banking, and a first degree in Business Commerce. This role offers an opportunity to make a real impact within a dynamic team.

Qualifications

• 5-7 years of experience in financial product categories.
• Experience providing advice to high net worth clients.
• Strong understanding of the financial regulatory framework.

Responsibilities

• Provide financial and estate planning advice to clients.
• Address complex financial needs of private and business banking clients.
• Ensure compliance with FAIS regulations.

Skills

Articulating Information

Convincing People

Financial Acumen

Financial Analysis

Financial Planning

Understanding People

Education

Diploma in Banking

First Degree in Business Commerce

Job description

Job Description

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

Qualifications

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 product categories related to FAIS for SBFC, including Business Assurance.

Additional Information

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

Careers

Are you passionate about Africa's potential? Are you driven to win? At Standard Bank Group, a team of over 50,000 dedicated individuals share one common purpose: Africa is our home, and we drive her growth. We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa. Join us if you're ready to turn your passion into impact and make a real difference as part of a dynamic team.