Private Banking Wealth & Estate Planner

Standard Bank Group; Compensation; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Standard Bank Group in South Africa seeks a financial adviser to provide tailored financial and estate planning guidance to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking segments. You will assess client needs and recommend appropriate solutions.

The role requires FAIS/FSCA-aligned qualifications, RE5 certification, and 3–5 years of sales experience in banking and insurance.

Qualifications

• 3–5 years' experience in a sales environment within banking/insurance intermediary services.
• Understanding Long Term insurance products.
• Knowledge of bank products, processes and systems.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking Clients.
• Assist clients across Private Banking Signature, Premium, Growth and Commercial Banking segments.
• Address complex financial needs while upholding regulatory standards.

Education

NQF level 6-7 (Advanced Diploma OR Degree)

120 credits or FAIS/FSCA-aligned

RE 5: Representatives

Job description

Standard Bank Group in South Africa seeks a financial adviser to provide tailored financial and estate planning guidance to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking segments. You will assess client needs and recommend appropriate solutions.

The role requires FAIS/FSCA-aligned qualifications, RE5 certification, and 3–5 years of sales experience in banking and insurance.