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Career Opportunities in Wealth Management

1 week ago


Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

Company Overview: As a leading bank in South Africa, we are committed to delivering innovative financial solutions that meet the evolving needs of our customers.

Job Description: We are seeking a skilled Financial Planner to join our team and contribute to the growth of our wealth management business.

The ideal candidate will possess excellent communication skills, a strong understanding of financial markets, and the ability to develop tailored plans that meet the unique needs of our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for Private & Business Banking clients
  • Analyze client data to identify opportunities for growth and optimization
  • Collaborate with internal stakeholders to ensure seamless delivery of services
  • Maintain up-to-date knowledge of relevant legislation and regulatory requirements
Required Skills and Qualifications
  • NQF level 7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

We offer a competitive remuneration package, including a base salary and performance-related bonuses.