Executive Financial Planner

Standard Bank Group • Ugu District Municipality, KwaZulu-Natal • Posted June 25, 2026

About the Role

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

Minimum Qualification

  • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

    • Experience

  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Understand Long Term insurance products
  • Understand the banks products, processes and systems
  • No Supervision required

    • Additional Information

    Behavioural Competencies:

  • Articulating Information
  • Convincing People
  • Developing Expertise
  • Documenting Facts
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