Standard Bank Group

Runs banking and financial services across Africa

Executive Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeHibiscus Coast Municipality, South AfricaNo salary listedIn-person

About the Job

Requirements

A first degree in Business Commerce.
Five to seven years of experience in client coverage for Consumer and High Net Worth clients.
Experience in all FAIS product categories for SBFC, including Business Assurance.
Financial acumen, financial analysis, knowledge of the financial industry regulatory framework, financial planning, interpreting financial statements, and legal compliance.
Ability to articulate information, convince people, develop expertise, document facts, establish rapport, examine information, explore possibilities, follow procedures, interact with people, interpret data, make decisions, manage tasks, produce output, provide insights, seize opportunities, show composure, take action, think positively, understand people, and uphold standards.

Responsibilities

Provide appropriate financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth, and Commercial Banking clients, to address their complex financial needs.

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.

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

Additional Information

About the Company

Standard Bank Group

Runs banking and financial services across Africa

Standard Bank Group operates banking, insurance and investment businesses focused on Africa, serving individuals, families, businesses and institutional clients. Its services cover everyday accounts and payments, savings and lending, business finance, corporate transactions and investment banking. The group also manages insurance, asset management and wealth offerings that support clients through different financial needs and stages of life. Local banking operations connect with international centres and offshore hubs to support cross-border activity, trade and access to financial markets. Founded in 1862, the group is headquartered in Johannesburg, Gauteng, South Africa.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: Johannesburg, South Africa
Founded: 1862

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