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 DescriptionWe are seeking a dedicated and experienced Regional Manager to drive excellence in financial advisory services. This role is crucial in ensuring financial planners are equipped to provide Money Management & Advisory-approved solutions effectively, following the six-step financial planning process while adhering to regulatory requirements and SBG policies.
Key responsibilities include:
- Providing guidance and support to financial planners to enhance service delivery.
- Ensuring compliance with all regulatory and policy requirements.
- Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.
This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.
QualificationsEssential Qualifications:
- Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)
- Certified Financial Planner or Wealth Management certification
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 1 Certificate: Key Individual
Professional Experience:
A minimum of 5–7 years’ experience in financial planning, covering all FAIS product categories for Financial/Wealth Planners. Strong knowledge of regulatory requirements, compliance frameworks, and estate planning.
Proven experience in leading a team of financial/wealth planners, driving sales performance, training, and professional development, while ensuring adherence to financial planning best practices.
Skilled in accompanying financial/wealth planners on key client visits, providing expert input, and managing relationships across internal and external networks, including product suppliers, wealth divisions, and regulatory bodies.
Ability to analyse the regional client base, identify growth opportunities, and allocate resources effectively to meet sales and revenue targets while ensuring alignment with financial planning value propositions.
Expertise in workforce planning, portfolio allocation, and compliance oversight, ensuring that all financial/wealth planners maintain the necessary qualifications, training, and regulatory adherence (FAIS, KYC, risk, and compliance).
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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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.
