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 manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst ensuring that this is done within the prescribed legislation. To represent a region as the Key Individual for Stanfin.
Qualifications- Bachelor of Commerce Degree or related
- Certified Financial Planner is advantageous
- A valid Driver's License with own vehicle
Additional Information
Experience:
- 5-7 years General banking experience in a Sales environment of which 1-2 years were spent in a managerial capacity.
Key Responsibilities:
Conduct financial analysis by evaluating and identifying trends to manage any process gaps and risks in order to protect the Bank.
Act as key interface to all internal third party relationship network with product suppliers and distribution channels in the Group including CIB, STANLIB, Insurers and Offshore. in order to provide guidance to the planners.
Ensure that the planners service clients in line with the Stanfin value proposition and legislation (e.g., planners review client portfolios on an annual basis and records it accordingly).
Develop working class relationships and networks with strategic stakeholders within Wealth and Investment Credit, Card and other associate divisions to ensure that the queries and concerns of the client are dealt with in a timely manner.
Review volume and workload of financial planners and make the necessary adjustments to portfolios in order to optimise Stanfin footprint
Behavioural Competencies:
- Adopting Practical Approaches
- Challenging Ideas
- Examining Information
- Interacting with People
- Interpreting Data
Technical Competencies:
- Banking Process & Procedures
- Financial Analysis
- Risk Reporting
- Telephone Caller Handling
Top Skills
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.
