Executive Financial Planner- CPT at Standard Bank Group June, 2026

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- Executive Financial Planner- CPT at Standard Bank Group
Posted: Jun 15, 2026

Expires: Not specified

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Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...
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Executive Financial Planner- CPT
- Job Type Full Time
- Qualification Bachelors , National Certificate (NCV)
- Experience 5 - 7 years
- Location Western Cape
- City Cape Town
- Job Field Banking , Sales and Business Development
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: Banking
- Type of Qualification: First Degree
- 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
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Interested and qualified? Go to Standard Bank Group on www.standardbank.com to apply

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Executive Financial Planner- CPT at Standard Bank Group

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