Senior Private Banking & Estate Planner

Standard Bank Group; Johannesburg; On-site; ZAR 480,000 - 750,000; Full time

Job summary

Standard Bank Group is seeking a proactive financial adviser to provide estate and financial planning guidance to Private and Business Banking clients in Johannesburg. The role requires in-depth knowledge of long-term insurance products and banking services and will operate within a regulatory-compliant framework.

The successful candidate will have a 3-5 year sales background in intermediary banking services, with no supervision requirements and a strong understanding of bank products and

Qualifications

• NQF level 7 Qualification (Advanced Diploma OR Degree) is required.
• 120 credits or a qualification aligned with FAIS and FSCA requirements.
• RE 5: Representatives must be held.

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients.
• Understand the bank's products, processes and systems to solve for client needs.
• Ensure compliance with regulatory and internal requirements.

Education

NQF level 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 a proactive financial adviser to provide estate and financial planning guidance to Private and Business Banking clients in Johannesburg. The role requires in-depth knowledge of long-term insurance products and banking services and will operate within a regulatory-compliant framework.

The successful candidate will have a 3-5 year sales background in intermediary banking services, with no supervision requirements and a strong understanding of bank products and