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.

To develop personalized coaching strategies, manage a team of financial coaches, and to collaborate across departments to integrate financial well-being into insurance offerings. The ideal candidate is passionate about financial education, proactive in identifying client needs, and skilled at implementing scalable coaching programs

• Work closely with advisors, products teams, and customer Service Professionals to integrate financial coaching into insurance solutions.
• Identify trends in policyholder financial behaviours and recommend improvements to insurance product offerings
• Lead interactive financial coaching sessions, educating clients on budgeting, savings, debt management, and wealth-building strategies
• Implement and oversee comprehensive financial fitness programs tailored to policyholders, ensuring alignment with their financial goals, insurance needs, and risk management strategies.

• A First Degree in Finance, Business Administration, Insurance, Economics or a related field.
• Atleast 5 years of experience in financial coaching, insurance advisory, wealth management, or financial planning
• Strong understanding of insurance products, financial markets, and behavioural finance principles
• Proven ability to lead financial education initiatives, drive engagement, and support financial decision-making.
• Excellent interpersonal and coaching skills, with the ability to tailor advice to diverse client needs.

Technical Competencies:

• Financial Expertise
• Analytical skills
• Strategic Thinking
• Leadership
• Team Management

Behavioural Competencies:

• Team Player & Collaboration
• Self-Driven
• Good Communication skills
• Problem Solving
• Attention to details