Executive Financial Planner

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. 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 InformationConvincing PeopleDeveloping ExpertiseDocumenting FactsEstablishing RapportExamining InformationExploring PossibilitiesFollowing ProceduresInteracting with PeopleInterpreting DataMaking DecisionsManaging TasksProducing OutputProviding InsightsSeizing OpportunitiesShowing ComposureTaking ActionThinking PositivelyUnderstanding PeopleUpholding Standards

Technical Competencies

Financial AcumenFinancial AnalysisFinancial Industry Regulatory FrameworkFinancial PlanningInterpreting Financial StatementsLegal Compliance 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.