Business Segment: Personal & Private Banking
Location: ZA, undefined, Western Cape, Tygerberg
Job Type: Part-time
Job Ref ID: 80444954A-0001
Date Posted: 8/27/2025
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
Key Responsibilities:
Provide holistic financial planning to affluent clients, addressing investment, retirement, risk, and estate planning needs.
Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.
Ensure all advisory activity is compliant with regulatory standards, governance requirements, and best practice frameworks.
Qualifications
National Diploma (NQF Level 6) or higher in Finance, Financial Planning, or a related field
A minimum of 120 FAIS-recognised credits, in line with FSCA regulatory requirements
Regulatory Examination Level 5 (RE5) – essential
Additional Information
Behavioural Competencies:
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
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 [email protected]
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