Full-Time Executive Financial Planner – Standard Bank Careers
Job Description
Standard Bank Careers – Executive Financial Planner
Standard Bank is looking for a skilled and entrepreneurial Executive Financial Planner to join the Personal and Private Banking segment in Cape Town, Western Cape. This full-time role offers the opportunity to grow your financial planning practice within a trusted and established financial institution.
As an Executive Financial Planner, you will deliver comprehensive, client-focused financial planning solutions tailored to the unique needs of Private and Business Banking clients. Your focus will include estate planning, risk management, business assurance, and both local and offshore investment strategies.
Minimum Qualifications
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NQF Level 7 (Advanced Diploma or Degree)
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120 credits or a qualification that meets FAIS and FSCA requirements
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RE 5 certification (Representative level)
Experience Requirements
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3–5 years’ experience in a financial sales environment, specifically in intermediary services for banking and insurance
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In-depth understanding of long-term insurance products and the full suite of Standard Bank offerings
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Proven ability to work independently without supervision
Key Responsibilities
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Develop and manage a portfolio of clients by offering bespoke financial solutions
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Provide expert advice across investment planning, estate planning, and risk mitigation
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Build lasting relationships by understanding client goals and delivering relevant solutions
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Maintain compliance with regulatory frameworks and internal risk protocols
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Collaborate with internal teams to deliver a seamless client experience
Behavioural Competencies
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Strong communication and influencing skills
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Ability to build trust and long-term client relationships
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A proactive mindset with a strong sense of accountability
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Skilled in understanding people and interpreting their financial needs
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Attention to detail and high standards of professionalism
Technical Skills
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Financial planning and analysis
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Understanding of the financial regulatory landscape
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Knowledge of legal and compliance requirements
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Proficiency in interpreting financial statements
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Strong financial acumen and product knowledge
This is an excellent opportunity for a results-driven Executive Financial Planner to grow a successful financial advisory business within one of Africa’s leading banks, while delivering real value to clients.
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