Planner, Financial, Executive

Standard Bank Group; Pietermaritzburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial institution in South Africa seeks an experienced financial advisor to deliver estate planning and financial services to high-net-worth clients. This role demands a deep understanding of the financial industry, with qualifications in banking and business commerce being essential. Join a dynamic team dedicated to making impactful contributions to clients' financial wellbeing.

Qualifications

• 5-7 years of experience in financial advisory with a focus on high-net-worth clients.
• Strong financial acumen and understanding of regulatory frameworks.

Responsibilities

• Provide financial and estate planning advice to banking clients.
• Address complex financial needs of Private and Business Banking Clients.

Skills

Financial Acumen

Financial Analysis

Legal Compliance

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

Additional Qualifications:

• Type of Qualification: First Degree
• Field of Study: Business Commerce

Experience Required:

• Client Coverage: Consumer & High Net Worth
• Experience: 5-7 years in all product categories related to FAIS for SBFC, including Business Assurance.

Behavioral Competencies include: 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 include: Financial Acumen, Financial Analysis, Financial Industry Regulatory Framework, Financial Planning, Interpreting Financial Statements, Legal Compliance.

At Standard Bank Group, we are passionate about Africa's potential and driven to win. We believe our people are our greatest asset and aim to create a thriving environment where you can bring your whole self to work, pursue your dreams, and contribute to a brighter future for Africa.

If you're ready to turn your passion into impact and make a difference as part of a dynamic team, join us.