About this role
Executive Financial Planner
Job Overview
Company: Standard Bank of South Africa
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Location: ZA, undefined, Hibiscus KZN, Hibiscus
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Business Segment: Personal & Private Banking
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Job Type: Part-time
Compensation: GBP 1,200,000 - yearly
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Job Ref ID: 80457787A-0001
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Date Posted: 11/6/2026
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
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Type of Qualification: Diploma
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Field of Study: Banking
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Type of Qualification: First Degree
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Field of Study: Business Commerce
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Experience Required
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Client Coverage
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Consumer & High Net Worth
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5-7 years
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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:
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Financial Acumen
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Financial Analysis
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Financial Industry Regulatory Framework
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Financial Planning
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Interpreting Financial Statements
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Legal Compliance
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Additional Information
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Our Commitment to Diversity, Equity and Inclusion
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Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.
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Note: All recruitment processes comply with local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process.