Jobs at Standard Bank Group

Job Description

• To provide full financial management services to various areas in the bank, through engagement and the leading of teams. Develop and implement processes, systems and controls in the COO Reporting Finance area.

Qualifications

• Type of Qualification: First Degree
• Field of Study: Business Commerce, Finance and Accounting
• Licenses & Certifications: Certified Investment Management Analyst (CIMA)

Experience Required

• Finance Business Partnering
• Finance & Value Management
• 5-7 years
• Experience in a financial or management accounting role.

Additional Information

Behavioural Competencies:

• Articulating Information
• Challenging Ideas
• Conveying Self-Confidence
• Convincing People
• Embracing Change
• Establishing Rapport
• Generating Ideas
• Interacting with People
• Making Decisions
• Producing Output
• Resolving Conflict
• Upholding Standards

Technical Competencies:

• Financial Accounting
• Financial Analysis
• Financial and Accounting Control
• Financial Management (Financial)
• Interpreting Financial Statements
• Management Accounting
• Planning, Forecasting and Budgeting
• Preparing Financial Statements

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Job Description

• To proactively deliver a relationship-led transactional banking service that creates sustainable value for both the client and the bank. The role focuses on optimising the client experience, deepening client relationships, supporting Private Bankers, and driving portfolio profitability through disciplined sales execution, effective credit support, and proactive client engagement.

Key Responsibilities:

• Build and maintain strong, trust-based relationships with affluent clients by acting as a proactive transactional and servicing partner within the Private Banking model.
• Drive portfolio growth by identifying sales opportunities across transactional banking, lending, digital solutions, and wealth offerings, increasing revenue per client while retaining long-term value.
• Deliver an exceptional client experience through responsive service, effective complaint resolution, disciplined follow-ups, and consistent engagement aligned to client needs and segmentation.
• Support credit and lending activities by preparing high-quality applications, assisting with reviews, and working closely with Credit and specialist teams to ensure timely outcomes.
• Ensure full compliance with regulatory, risk, and governance requirements while maintaining accurate client records, mandates, and CRM information.

Qualifications

• FAIS-aligned Bachelor of Commerce degree or Advanced Diploma (NQF 7) in Finance, Business, Accounting, Economics, or a related discipline.

Experience Required:

• 3 to 5 years’ experience in Personal and Private Banking, wealth management, investment consulting, or client-facing financial services roles supporting affluent or high-value clients.
• Proven success in a portfolio-based, client-facing role requiring proactive relationship management, consultative sales, and consistent revenue generation across banking and financial solutions.
• Solid exposure to transactional banking, lending, and credit processes, including supporting or preparing credit applications and managing account conduct.
• Demonstrated ability to analyse client financial information and behaviour to identify opportunities, provide sound advice, and deliver commercially viable solutions.
• Experience operating in a structured, compliance-driven environment with a strong working knowledge of FAIS, FICA, KYC, and internal risk frameworks.
• Exposure to wealth management, investment consulting, financial planning, or advisory environments, including discretionary or investment-led solutions.
• Experience supporting senior relationship managers, private bankers, or investment managers within a team-based client coverage model, with strong digital and multi-channel servicing capability.

Additional Information

Behavioural Competencies:

• Articulating Information & Providing Insights
• Establishing Rapport & Convincing People
• Developing Expertise
• Examining Information & Interpreting Data
• Interacting with People & Team Working
• Meeting Timescales

Technical Competencies:

• Banking Process & Procedures
• Commercial Acumen
• Customer Understanding ( Consumer Banking)
• Financial Acumen
• Product Knowledge (Consumer Banking)
• Risk Identification
• Risk Reporting

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Job Description

• To deliver a seamless, one-and-done banking experience by responding to client enquiries across Personal, Prestige, and Private Banking. The role focuses on accurately understanding client needs, resolving requests efficiently, and identifying opportunities to add value, while ensuring full compliance with product, risk, and legislative requirements.

Key Responsibilities:

• Serve as a primary point of contact for client enquiries across products and account activities, providing accurate, timely resolution across branch, voice, and digital channels.
• Deliver service excellence by resolving client demands in a one-and-done manner while adhering to FAIS, KYC, POPI, and internal risk and compliance standards.
• Identify and act on client needs during interactions by promoting appropriate products, services, and digital channels, contributing to sales growth and client satisfaction.
• Open, amend, transfer, and close accounts in line with laid-down procedures, ensuring accurate onboarding, mandates, and documentation.
• Understand and manage risk by assessing account conduct, client information, and supporting documentation, escalating matters outside mandate where required.
• Educate clients on banking processes, self-service channels, and their rights and obligations under the Code of Banking Practice.

This role requires a dedicated individual who can thrive in a high-pressure environment, consistently delivering excellence in client service and business development while adhering to strict regulatory guidelines and performance metrics.

Qualifications

• National Certificate in Banking (NQF 5) or higher FAIS-aligned qualification in Banking, Finance, Business, or a related field.
• FAIS Representative status is required, in line with FSCA Fit and Proper requirements.

Experience Required:

• 1 to 3 years’ experience providing financial services advice, operating within FAIS and FSCA regulatory frameworks.
• 3 or more years’ experience in banking within a regulated financial services environment, with hands-on exposure to client servicing and transactional banking.
• Proven sales track record in a banking or financial services environment, demonstrating the ability to identify opportunities, influence client decisions, and consistently achieve sales or service-driven revenue targets.
• Strong understanding of banking products, client account conduct, and end-to-end service processes, with the ability to balance client needs and commercial outcomes.
• Must meet all FSCA regulatory requirements applicable to a FAIS Representative.

Additional Information

Behavioural Competencies

• Checking Things
• Convincing People
• Developing Expertise
• Developing Strategies
• Embracing Change

Technical Competencies:

• Application & Submission Verification (Consumer Banking)
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding ( Consumer Banking)
• Processing & Product Knowledge (Consumer Banking)