Overview
Executive Financial Planner Jobs in Western Cape, Western Cape at Standard Bank
Full Job Description
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Cape Town
Job Type: Full-time
Job Ref ID: 80380795A-0001
Date Posted: 6/4/2025
Job Description
To provide comprehensive and compliant financial planning solutions to high-value clients across Private Banking Signature, Premium, and Commercial Banking, addressing their complex financial needs through holistic advice aligned to the Money Management & Advisory (MMA) value proposition.
Key Responsibilities:
Provide holistic financial planning to affluent clients, addressing investment, retirement, risk, and estate planning needs.
Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.
Ensure all advisory activity is compliant with regulatory standards, governance requirements, and best practice frameworks.
Qualifications
National Diploma (NQF Level 6) or higher in Finance, Financial Planning, or a related field
A minimum of 120 FAIS-recognised credits, in line with FSCA regulatory requirements
Regulatory Examination Level 5 (RE5) – essential
Experience & Regulatory Requirements
3–5 years’ experience in holistic financial planning, delivering tailored estate, retirement, investment, and business assurance solutions to high-value clients.
Skilled in analysing complex portfolios, conducting financial and estate needs assessments, and creating bespoke proposals aligned to client goals and regulations.
Experienced in collaborating with specialists (Fiduciary, Credit, Legal) and product providers including Liberty, STANLIB, Melville Douglas, and Offshore teams.
Proven ability to manage client relationships through regular reviews, ensure compliance with FAIS, FICA, KYC, and use digital platforms for portfolio management.
RE5 Regulatory Examination completed and fully compliant with FAIS Fit and Proper requirements, operating independently without supervision.
Additional Information
Behavioural Competencies:
Articulating Information
Convincing People & Establishing Rapport
Examining Information & Developing Expertise
Following Procedures
Interpreting Data
Upholding Standards
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
Title: Executive Financial Planner
Company: Standard Bank
Location: Western Cape, Western Cape
Category:
