Private Banking Financial Planner & Wealth Strategy

Standard Bank Group; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Standard Bank Group is seeking an advisor to deliver financial and estate planning guidance to Private and Business Banking clients in South Africa. You will tailor solutions for Signature, Premium, Growth and Commercial Banking segments, ensuring regulatory compliance and high client satisfaction.

The role emphasizes knowledge of long-term insurance, FAIS/FSCA standards, and a consultative sales approach. Requires RE5 and FAIS-aligned qualifications with 3-5 years in a banking sales environment.

Qualifications

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

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Understand bank products, processes and systems to solve complex needs.
• Adhere to regulatory and internal procedures in all interactions.

Skills

Articulating Information

Developing Expertise

Documenting Facts

Examining Information

Interacting with People

Interpreting Data

Making Decisions

Managing Tasks

Providing Insights

Showing Composure

Taking Action

Thinking Positively

Upholding Standards

Financial Industry Regulatory

Legal Compliance

Education

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or Qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Job description

Standard Bank Group is seeking an advisor to deliver financial and estate planning guidance to Private and Business Banking clients in South Africa. You will tailor solutions for Signature, Premium, Growth and Commercial Banking segments, ensuring regulatory compliance and high client satisfaction.

The role emphasizes knowledge of long-term insurance, FAIS/FSCA standards, and a consultative sales approach. Requires RE5 and FAIS-aligned qualifications with 3-5 years in a banking sales environment.