Executive Financial Planner

Job Overview

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

Location: ZA, GP, Johannesburg, 30 Baker Street

Job Type: Part-time

Job Ref ID: 80451805A-0001

Date Posted: 6/8/2026

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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

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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]