Private Banking Specialist

5 days ago


Polokwane, Limpopo, South Africa Standard Bank of South Africa Limited Full time

Standard Bank seeks a highly motivated Financial Planner to expand our capabilities in Private & Business Banking.

Job Description

The successful candidate will be responsible for delivering holistic financial planning solutions to clients and staying abreast of industry developments.

Key Accountabilities
  • Design and implement personalized financial plans for clients.
  • Maintain relationships with clients and internal stakeholders.
  • Contribute to business growth through effective sales strategies.
Qualifications and Experience
  • NQF level 7 Qualification (Advanced Diploma OR Degree) in finance or related field.
  • Minimum 3-5 years of sales experience in intermediary services.
  • RE 5: Representatives qualification for insurance products.

A dynamic work environment and opportunities for career advancement make this role an attractive opportunity for the right candidate.



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