SBFC Wealth Planner- Relationship Banking

Job Description

Job Details Standard Bank is the largest bank in Africa and our highly visible brand, award-winning service, and strong global presence helps us maintain our market-leading position. We place huge value on the talent of our people to drive our continued success, and to support our plans for growth. We now need a talented and resourceful individual to help us fulfill our business objectives and build customer loyalty.Job PurposeTo sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.Key Responsibilities/AccountabilitiesProspect for new business opportunities in the market and explore business expansion opportunities with existing quality clients.Analyse and assess client’s current and future needs.Apply product and service knowledge to meet market needs.This includes providing financial planning advice to clients, as well as the packaging/ structuring and tailoring of product and service offerings to close and secure profitable business in a carefully segmented market.

Responsibilities + Skills


120 FAIS Credits (non negotiable)RE 5 Qualification (non negotiable)


At least 5 years financial planning industry related experienceCFP would be preferableMust not be under any supervision (non negotiable)

Job Summary

  • Published on: Thursday, 29th October 2020
  • Designation: SBFC Wealth Planner- Relationship Banking
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Thursday, 29th October 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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