Planner, Financial, Executive

Standard Bank of South Africa Limited · cape town, city of cape town metropolitan municipality, South-Africa

Location
cape town
Job Type
Full-time
Posted
July 05, 2026

Job Description

Overview

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

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

  • 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
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