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 manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst ensuring that this is done within the prescribed legislation. To represent a region as   the Key Individual for Stanfin.

• Bachelor of Commerce Degree or related 
• Certified Financial Planner is advantageous
• A valid Driver's License with own vehicle

Experience: 

• 5-7 years General banking experience in a Sales environment of which 1-2 years were spent in a managerial capacity. 

Key Responsibilities:

• Conduct financial analysis by evaluating and identifying trends to manage any process gaps and risks in order to protect the Bank.

• Act as key interface to all internal third party relationship network with product suppliers and distribution channels in the Group including CIB, STANLIB, Insurers and Offshore. in order to provide guidance to the planners.

• Ensure that the planners service clients in line with the Stanfin value proposition and legislation (e.g., planners review client portfolios on an annual basis and records it accordingly).

• Develop working class relationships and networks with strategic stakeholders within Wealth and Investment Credit, Card and other associate divisions to ensure that the queries and concerns of the client are dealt with in a timely manner.

• Review volume and workload of financial planners and make the necessary adjustments to portfolios in order to optimise Stanfin  footprint

Behavioural Competencies:

• Adopting Practical Approaches
• Challenging Ideas
• Examining Information
• Interacting with People
• Interpreting Data

Technical Competencies:

• Banking Process & Procedures
• Financial Analysis
• Risk Reporting
• Telephone Caller Handling