Private Banking Financial Planning Advisor

Standard Bank Group; Wes-Kaap; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Standard Bank Group is seeking a Private Banking Advisor to deliver tailored financial and estate planning guidance to Private and Business Banking clients, including Signature, Premium, Growth and Commercial Banking segments.

You will work with clients to solve complex financial needs, leveraging product knowledge and advisory expertise, while complying with FAIS and FSCA requirements.

The role emphasizes relationship building and regulatory compliance.

Qualifications

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products.
• Understand the bank's products, processes and systems.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking Clients across Signature, Premium, Growth and Commercial Banking to solve complex financial needs.

Skills

Sales experience

Private banking knowledge

Banking product understanding

Independent work

Education

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

120 credits aligned with FAIS/FSCA

RE 5: Representatives

Job description

Standard Bank Group is seeking a Private Banking Advisor to deliver tailored financial and estate planning guidance to Private and Business Banking clients, including Signature, Premium, Growth and Commercial Banking segments.

You will work with clients to solve complex financial needs, leveraging product knowledge and advisory expertise, while complying with FAIS and FSCA requirements.

The role emphasizes relationship building and regulatory compliance.