Private Banking Financial Planner Estate & Wealth Strategy

Standard Bank Group; Durban; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Standard Bank Group in Durban seeks an experienced financial advisor to provide tailored financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking, helping them solve complex financial needs.

Required qualifications include a Diploma (NQF 6-7) with FAIS/FSCA alignment, RE 5; 3–5 years selling intermediary banking/insurance products; strong knowledge of long-term insurance and bank products.

Qualifications

• Diploma or equivalent FAIS/FSCA alignment required.
• 3–5 years in a sales environment focused on intermediary banking/insurance.
• RE 5: Representatives required.

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Assist clients in solving complex financial needs and selecting suitable bank products.
• Ensure compliance with regulatory standards and internal procedures.

Skills

Intermediary sales

Financial advisory

Life insurance products

Education

Diploma

NQF 6-7

Job description

Standard Bank Group in Durban seeks an experienced financial advisor to provide tailored financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking, helping them solve complex financial needs.

Required qualifications include a Diploma (NQF 6-7) with FAIS/FSCA alignment, RE 5; 3–5 years selling intermediary banking/insurance products; strong knowledge of long-term insurance and bank products.