Executive Financial Planner

4/21/2026

Provide expert financial and estate planning advice to private and business banking clients to address complex financial needs. Manage client relationships across various banking segments to deliver meaningful value and support growth.

Working Hours

40 hours/week

Company Size

10,001+ employees

Language

English

Visa Sponsorship

About The Company

As a brand with a legacy of over 160 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

About the Role

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

Type of Qualification: Diploma
Field of Study: Business Commerce

Experience Required
Client Coverage
Consumer & High Net Worth
5-7 years
Experience in all the product categories in terms of FAIS for SBFC including Business Assurance.

Additional Information

Behavioural Competencies:

Articulating Information
Convincing People
Developing Expertise
Documenting Facts
Establishing Rapport
Examining Information

Technical Competencies:

Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance

Business Segment: Personal & Private Banking

Key Skills

Financial planningEstate planningFinancial analysisFinancial acumenRegulatory complianceClient coverageBusiness assuranceInterpreting financial statementsLegal complianceRelationship management