Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
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
