Regional Manager, Financial Advisory

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Cape Town, City of Cape Town, Western Cape, ZAF
In-Office
Financial Services
The Role
Company Description

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 Description

We are seeking a dynamic and experienced Regional Manager to lead a high-performing team of Financial Advisors within our Money Management & Advisory (MMA) division. This role is pivotal in enabling advisors to deliver client-centric, compliant, and holistic financial advisory solutions aligned with the MMA value proposition.

As Regional Manager, you will oversee the implementation of our structured six-step financial advisory process while ensuring full compliance with regulatory frameworks, including FAIS, KYC, risk, and internal governance standards. Your leadership will drive a culture of continuous development, advisory excellence, and client impact.

Key Responsibilities:

  • Providing strategic direction, coaching, and support to financial advisors to enhance advisory quality and service delivery.
  • Ensuring full compliance with all relevant regulatory and policy requirements, acting as the region’s Key Individual (KI) where applicable.
  • Driving the completion and ongoing tracking of all mandatory training interventions, including FAIS, product knowledge, risk and compliance certifications.
  • Aligning team performance with business targets while upholding best practices in financial advice and client engagement

Qualifications

  • Bachelor of Commerce in Finance or a Legal Degree (NQF Level 7 or higher)
  • Certified Financial Planner (CFP®) designation or recognised Wealth Management certification
  • A minimum of 120 credits or a qualification aligned to FAIS and FSCA regulatory requirements
  • RE1 Certificate (Key Individual) – essential for regulatory accountability

Professional Experience

  • 5–7 years’ experience in the financial advisory field, covering all FAIS product categories applicable to Financial/Wealth Advisers. Strong understanding of regulatory frameworks, compliance, and estate advisory principles
  • Demonstrated success in leading a team of financial or wealth advisers, with a proven ability to drive sales performance, facilitate ongoing training, and promote professional growth, while ensuring full compliance with advisory best practices
  • Skilled in accompanying advisers on key client interactions, providing strategic input, and managing stakeholder relationships across internal structures (product teams, wealth management) and external entities (regulators, product providers)
  • Proficient in analysing regional client portfolios, identifying growth opportunities, and allocating resources effectively to meet commercial and advisory performance targets
  • In-depth expertise in workforce planning, portfolio allocation, and compliance oversight, ensuring all advisers meet qualification, training, and regulatory expectations (FAIS, KYC, risk, and internal policy compliance)

Additional Information

Behavioural Competencies:

  • Articulating Information & Providing Insights
  • Convincing People
  • Developing Expertise & Strategies
  • Directing People
  • Making Decisions

Technical Competencies:

  • Business Acumen (Audit)
  • Client Servicing
  • Financial Acumen
  • Financial Analysis
  • Financial Planning

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The Company
Johannesburg
63,856 Employees
Year Founded: 1862

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.

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