Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, undefined, Western Cape, Tygerberg

Job Type:

Part-time

Job Ref ID:

80444954A-0001

Date Posted:

8/27/2025







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

Key Responsibilities:

Provide holistic financial planning to affluent clients, addressing investment, retirement, risk, and estate planning needs.

Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.

Ensure all advisory activity is compliant with regulatory standards, governance requirements, and best practice frameworks.



Qualifications



National Diploma (NQF Level 6) or higher in Finance, Financial Planning, or a related field



A minimum of 120 FAIS-recognised credits, in line with FSCA regulatory requirements

Regulatory Examination Level 5 (RE5) - essential

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

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 TransactionFraudOpsSA@standardbank.co.za