Financial Planner
Stanbic IBTC Bank
Constantia Kloof
6d ago

Job Details

Retail & Business Banking

Job Purpose

To provide appropriate financial and estate planning advice to a selected portfolio / segment of Standard Bank customers and offer appropriate financial solutions to solve for their financial needs through the set digital framework of V&D

Key Responsibilities / Accountabilities

Financial and estate planning advice and financial solutions

Prospects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients.

Contributes to the enablement of a universal services organisation by identifying other relevant opportunities / leads and advising relevant business partners accordingly.

Analyses and assesses clients' current and future financial and estate planning needs.

Develops appropriate proposals in line with customer requirements and in line with suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).

Applies product and service knowledge to meet client needs. This includes providing financial and estate planning advice to clients as well as the packaging, structuring and tailoring of financial solutions to secure profitable business in the identified market segment.

Relationships with internal network

Establishes and builds strong relationships with staff within own network (i.e., branch, suite) in order to maximise business opportunities.

Acts as SME for all SBFC (V&G) matters and provides appropriate support and guidance to staff (e.g., service consultants within Voice & Digital).

Builds and maintains an internal third-party relationship network with product suppliers and distribution channels in the Group including Corporate Investment Banking, Stanlib and Liberty.

Promotes a professional image and displays exemplary behaviour. Ensures that synergies and teamwork needed to optimise sales and service delivery is in place.

Remains abreast of all RBB business drivers in order to provide appropriate level of SBFC support (e.g., RBB scorecards, processes, products, etc.).

Provides input and feedback on the suitability of solutions to relevant stakeholders (e.g., Product, Wealth, etc.) based on interactions with customers.

Maximises utilisation of the internal and external network to achieve business objectives and targets.

Relationships with new and / or existing clients

Maintains a visible and active presence within own network to build and expand relationships with new and potential clients.

Maintains relationships with existing clients through regular follow-up calls / contact. This includes proactive anticipation of client needs and the provision of sound financial advice that will attract and retain business and market share.

Provide a service to customers

Ensures that client information is electronically updated and distributed to them on a proactive basis.

Maintains regular contact with existing customers to ensure that their needs are effectively serviced schedules appointments accordingly.

Deals with daily customer service requests, queries and complaints within the defined service level timeframes.

Reviews client portfolios on an annual basis and records it accordingly.

Services and amends policies as required.

Remains abreast of all relevant changes within the financial advisory industry (e.g., legislation, broader economy, trends, technology, etc.

in order to apply this knowledge to own customer base.


Achievement of agreed financial objectives (e.g., growth in revenue, achievement of sales targets)

Achievement of customer service levels (Customer feedback)

Adherence to risk and compliance requirements

Stakeholder feedback as gauged by internal network

Preferred Qualification and Experience

Minimum Formal Qualification

Diploma Finance and Accounting

Prefered Qualification

Preference for B.Comm Finance / Legal degree

Certified Financial Planner / Wealth management certificate

Minimum required qualification and experience in terms of FAIS fit and proper requirements

Valid driver’s license

Knowledge / Technical Skills / Expertise

3 - 4 years Personal & Business Banking

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