Executive Financial Planner at Standard Bank, Hibiscus KZN
Standard Bank · Hibiscus, KwaZulu Natal
Overview
Standard Bank is looking for an Executive Financial Planner to provide financial and estate planning advice to Private and Business Banking clients in Hibiscus, KZN. This part time role suits someone with strong financial acumen and 5 to 7 years of experience in client coverage. You will help high net worth clients solve complex financial needs while working with a leading bank in South Africa.
About the role
As an Executive Financial Planner at Standard Bank, you will provide specialised financial and estate planning advice to Private and Business Banking clients, including those in Private Banking Signature, Premium, Growth and Commercial Banking segments.
Your main focus will be to understand each client's complex financial situation and recommend suitable solutions that meet their needs. You will work with a range of financial products and services, ensuring that advice is accurate, compliant and aligned with the client's goals.
Application note: You will apply on Standard Bank's official site using the link provided. Make sure your CV and qualifications are up to date before you start your application.
Requirements
- Diploma in Banking or a First Degree in Business Commerce
- 5 to 7 years of experience in client coverage within Consumer and High Net Worth segments
- Experience across all product categories in terms of FAIS for SBFC, including Business Assurance
- Strong financial acumen and financial analysis skills
- Knowledge of the financial industry regulatory framework and legal compliance
- Ability to interpret financial statements
- Financial planning expertise
- Behavioural competencies such as articulating information, convincing people, developing expertise, documenting facts, establishing rapport, examining information, exploring possibilities, following procedures, interacting with people, interpreting data, making decisions, managing tasks, producing output, providing insights, seizing opportunities, showing composure, taking action, thinking positively, understanding people and upholding standards
Responsibilities
- Provide appropriate financial and estate planning advice to Private and Business Banking clients
- Solve complex financial needs for clients in Private Banking Signature, Premium, Growth and Commercial Banking
- Analyse client financial situations and recommend suitable financial solutions
- Ensure all advice complies with FAIS and other regulatory requirements
- Build and maintain strong relationships with high net worth clients
- Document client interactions and financial facts accurately
- Interpret financial statements and data to inform planning decisions
- Stay up to date with financial industry regulations and product offerings
Job details
- Organisation
- Standard Bank
- Location
- Hibiscus, KwaZulu Natal
- Job type
- Part time
- Experience level
- Senior (5+ years)
- Education
- Diploma
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Application Method
- Apply online
Success Guide
This is a great opportunity if you have solid experience in financial planning and want to work with high net worth clients at Standard Bank. When you apply, make sure your CV clearly shows your experience with FAIS product categories and business assurance. Highlight any client coverage work you have done in private or business banking. In an interview, be ready to talk through how you assess a client's financial situation and recommend solutions. Also show that you understand the regulatory side of financial advice. The role is based in Hibiscus, KZN, so you should be comfortable working there. Good luck with your application.
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