Executive Financial Planner

Standard Bank
R 355 217 - R 449 784 a year
Johannesburg, Gauteng
Full time
2 days ago
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg West, Johannesburg South &
Job Type: Full-time
Job Ref ID: 80401457A-0001
Date Posted: 8/6/2025

Job Description

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

Minimum Qualification

NQF level 7 Qualification (Advanced Diploma OR Degree)
120 credits or Qualification aligned with FAIS and FSCA requirements
RE 5: Representatives

Experience

3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
Understand Long Term insurance products
Understand the banks products, processes and systems
No Supervision required
Additional Information

Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za
Apply
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