Private Banking Specialist

3 days ago


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

Job Summary:

We are seeking an Estate Planner to join our team. The successful candidate will have a strong background in financial planning and be able to provide expert advice to our clients on estate planning matters.

Key Responsibilities:

The Estate Planner will be responsible for:

  • Providing financial and estate planning advice to private and business banking clients
  • Developing and implementing tailored solutions to meet the complex financial needs of our clients
  • Working closely with our sales team to understand client needs and develop targeted marketing campaigns
Qualifications and Experience:
  • NQF level 7 qualification (Advanced Diploma or Degree)
  • 120 credits or qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives
  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories


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