Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job DescriptionTo provide comprehensive and compliant financial planning solutions to high-value clients across Private Banking Signature, Premium, and Commercial Banking, addressing their complex financial needs through holistic advice aligned to the Money Management & Advisory (MMA) value proposition.
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.
- 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
Experience & Regulatory Requirements
- 3–5 years’ experience in holistic financial planning, delivering tailored estate, retirement, investment, and business assurance solutions to high-value clients.
- Skilled in analysing complex portfolios, conducting financial and estate needs assessments, and creating bespoke proposals aligned to client goals and regulations.
- Experienced in collaborating with specialists (Fiduciary, Credit, Legal) and product providers including Liberty, STANLIB, Melville Douglas, and Offshore teams.
- Proven ability to manage client relationships through regular reviews, ensure compliance with FAIS, FICA, KYC, and use digital platforms for portfolio management.
- RE5 Regulatory Examination completed and fully compliant with FAIS Fit and Proper requirements, operating independently without supervision.
Behavioural Competencies:
- Articulating Information
- Convincing People & Establishing Rapport
- Examining Information & Developing Expertise
- Following Procedures
- Interpreting Data
- Upholding Standards
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
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What We Do
As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.
