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 be accountable for a portfolio of High Net worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the business relationship and ensure profitability for the Bank and the Client.

Minimum qualification

Business Commerce or Legal Degree

Other minimum qualifications

Certifications or professional memberships    Relevant tertiary business qualification, e.g. B. Comm (Marketing). Certification as Certified Financial Planner (CFP®) with the Financial Planning Institute of South Africa is essential. Completion of FAIS regulatory exams.


Experience Required
The role requires 5 - 7 years' relevant experience with specialist and technical knowledge in the financial services industry, in Wealth, Private Clients, Business Banking or Investment Banking. Experience in structuring business, personal as well as lending deals.

Behavioural Competencies

• Exploring Possibilities
• Adopting Practical Approaches
• Examining Information
• Documenting Facts

Technical Competencies

• Customer Understanding
• Product Knowledge
• Banking Process and Procedures
• Cross and Up-Selling