Financial Planner, Relationship Banking Pooling FS

Job Description

Job PurposeTo provide appropriate financial and estate planning advice to a selected portfolio / segment of Standard Bank customers and offer appropriate financial solutions to solve for their financial needs through the set digital framework of V&DKey Responsibilities/AccountabilitiesFinancial and estate planning advice and financial solutionsProspects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients. Contributes to the enablement of a universal services organisation by identifying other relevant opportunities / leads and advising relevant business partners accordingly.Analyses and assesses clients' current and future financial and estate planning needs.Develops appropriate proposals in line with customer requirements and in line with suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).Applies product and service knowledge to meet client needs. This includes providing financial and estate planning advice to clients as well as the packaging, structuring and tailoring of financial solutions to secure profitable business in the identified market segment.

Responsibilities + Skills


Establishes and builds strong relationships with staff within own network (i.e., branch, suite) in order to maximise business opportunities.Acts as SME for all SBFC (V&G) matters and provides appropriate support and guidance to staff (e.g., service consultants within Voice & Digital).


Job Summary

  • Published on: Thursday, 20th February 2020
  • Designation: Financial Planner, Relationship Banking Pooling FS
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: on a call
  • Gender:
  • Application Deadline: Thursday, 20th February 2020

About the Company

  • Company Name: Standard Bank Group.
  • Address: 9th Floor 011 636 9111/2 SBZAZAJJ Standard Bank Centre 5 Simmonds Street Johannesburg 2001 P O Box 7725
  • Website:
  • Company Profile:
  • To provide design and build decision agents and Credit process requirements for all Personal and Business products across the risk lifecycle for a particular stream (i.e. origination, account management and collections - to be customised per jobholder). This includes the process design of the end-to-end solution and working closely with appropriate Architectures (e.g., IT, Credit, Business, Data, etc.) to formulate sustainable strategic solutions.

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