Senior Private Wealth & Estate Planner

Standard Bank Group; Pietermaritzburg; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

Standard Bank Group in South Africa seeks a seasoned financial planner to provide private and business banking advisory services. You will tailor financial and estate planning solutions addressing complex client needs, leveraging deep FAIS knowledge across SBFC product categories.

The role requires diplomas in banking or related fields and a minimum of 5–7 years experience, with strong client-facing and compliance capabilities in a dynamic financial services environment.

Qualifications

• Diploma in Banking; Field of Study: Banking
• First Degree; Field of Study: Business Commerce
• Experience Required: 5-7 years in all product categories in terms of FAIS for SBFC including Business Assurance

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients to solve for their complex financial needs

Skills

Articulating Information

Convincing People

Developing Expertise

Documenting Facts

Establishing Rapport

Examining Information

Exploring Possibilities

Following Procedures

Interacting with People

Interpreting Data

Making Decisions

Managing Tasks

Producing Output

Providing Insights

Seizing Opportunities

Showing Composure

Taking Action

Thinking Positively

Understanding People

Upholding Standards

Education

Diploma in Banking

First Degree in Business Commerce

Job description

Standard Bank Group in South Africa seeks a seasoned financial planner to provide private and business banking advisory services. You will tailor financial and estate planning solutions addressing complex client needs, leveraging deep FAIS knowledge across SBFC product categories.

The role requires diplomas in banking or related fields and a minimum of 5–7 years experience, with strong client-facing and compliance capabilities in a dynamic financial services environment.