Private Banking Financial Planner: Estate & Wealth Strategy

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

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.