Search suggestions:

no experience
general worker
learnership
legal
retail
admin
teacher
cleaning
driver
housekeeping
sales assistant
woolworths
customer service
KwaZulu-Natal
Gauteng
Johannesburg
Wes-Kaap
Stad Kaapstad
Cape Town
Bloemfontein
Roodepoort
City of Johannesburg Metropolitan Municipality
Gqeberha
Noord-Kaap
Paarl

Planner, Financial, Executive

Standard Bank
R 349 462 - R 442 496 a year
Johannesburg, Gauteng
Full time
1 week ago
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, Johannesburg , Johannesburg
Job Type: Full-time
Job Ref ID: 80327923A-0001
Date Posted: 7/25/2025

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

Type of Qualification: Diploma
Field of Study: Banking
Type of Qualification: First Degree
Field of Study: Business Commerce

Experience Required
Client Coverage
Consumer & High Net Worth
5-7 years
Experience in all the product categories in terms of FAIS for SBFC including Business Assurance.

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]
Save Apply
Report job
Other Job Recommendations:

Sales Executive

NTT VOLKSWAGEN WORCESTER
Breede Valley Local Municipality, Wes-Kaap
R 234 723 - R 297 212 a year
New and Used Vehicle Sales ExecutiveValid until: 2025/08/15- Energetic Self motivated and Strong Personality and Presentable-...
1 week ago

Planner, Financial, Executive

Standard Bank
Sassandra-Marahoué
R 291 761 - R 369 434 a year
To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking...
2 days ago

Telesales Executive/ Marketing Executive

MD INK
Johannesburg, Gauteng
MD INK is hiring!We’re looking for 2 experienced Tele sales Executives to join our team. Previous experience in the...
1 week ago

Part Time Financial Adviser

Old Mutual
Mbombela, Mpumalanga
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's...
2 weeks ago

Part-Time Financial Advisor

Old Mutual
George, Wes-Kaap
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's...
1 week ago

Commissioned Financial Advisor-2

Old Mutual
Johannesburg, Gauteng
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's...
1 week ago

External Part-time Financial Advisor

Old Mutual
Ditsobotla Local Municipality, Noordwes
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's...
1 week ago

Planner, Financial

Standard Bank Group
Cape Town, Wes-Kaap
  • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA...
1 day ago