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Private Banking Wealth & Estate Planner

Standard Bank of South Africa Limited
Location 📍 bethlehem, South-Africa
Posted 📅 June 22, 2026
Work Type ⏰ Full-time

Position Overview

A leading financial institution in South Africa is seeking a professional to provide financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will possess an NQF level 6-7 qualification and have 3-5 years of sales experience in banking or insurance. Strong knowledge of long-term insurance products and the bank's systems is a must. This role requires the ability to address complex financial needs effectively.
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Job Details

Employment Type
Full-time
📊
Category
Corporate Finance & Strategic Planning
🏠
Work Arrangement
On-site
📍
Location
bethlehem, South-Africa