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Executive Financial Planner at Standard Bank - UK
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Financial Planning, Estate Planning, Financial Analysis, Sales, Intermediary Services, Long Term Insurance, Financial Acumen, Regulatory Framework, Interpreting Financial Statements, Legal Compliance, Client Relationship Management, Data Interpretation, Decision Making, Task Management
Specialization
Requires a minimum NQF level 6-7 qualification (Advanced Diploma or Degree) and RE 5 certification. Candidates must have 3-5 years of experience in a sales environment, specifically within banking and insurance intermediary services.
Experience Required
Minimum 2 year(s)
Executive Financial Planner at Standard Bank - UK
Turffontein, Gauteng, South Africa - Full Time
Skills Needed
Financial Planning, Estate Planning, Financial Analysis, Financial Acumen, Regulatory Compliance, Client Coverage, Business Assurance, Interpreting Financial Statements, Legal Compliance, Relationship Management
Specialization
Requires a diploma in Business Commerce and 5-7 years of experience in client coverage and financial product categories. Candidates must possess strong technical competencies in financial analysis and regulatory frameworks.
Experience Required
Minimum 5 year(s)
Customer Liaison Officer at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Client Servicing, Customer Reception, Query Resolution, Cross Selling, Banking Processes, Risk And Compliance, Administrative Support, Client Flow Management, Data Recording, Conflict Resolution
Specialization
Requires a National Certificate or NQF 5 qualification in banking, finance, or a related field. Candidates need 1 to 2 years of experience in a customer-facing banking or administrative environment.
Financial Crime Officer at Heartland Bank Ltd
Melbourne, Victoria, Australia - Full Time
Skills Needed
Aml/Ctf, Kyc, Transaction Monitoring, Fraud Management, Regulatory Reporting, Customer Due Diligence, Financial Crime Risk Management, Data Analysis, Internal Reporting, Issue Resolution, Retail Banking, Risk Assessment
Specialization
Candidates must have experience in financial crime, fraud, or AML/CTF within a financial institution. Strong attention to detail, professional communication skills, and the ability to manage tasks end-to-end are essential.
Experience Required
Minimum 2 year(s)
Senior Regulatory Reporting Manager at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Regulatory Reporting, Banking Industry, Rbnz Frameworks, Basel Based Capital Adequacy, Risk Weighted Assets, Financial Compliance, People Leadership, Analytical Capability, Data Flow Analysis, Stakeholder Communication, Accounting, Finance, Regulatory Capital, Banking Prudential Requirements
Specialization
Candidates must have significant experience in regulatory reporting within the banking industry and a strong understanding of Basel-based capital adequacy frameworks. A tertiary qualification in accounting, finance, or a related discipline is required, along with proven leadership experience.
Experience Required
Minimum 5 year(s)
Enterprise Risk Governance Program Manager at City National Bank
Los Angeles, California, United States - Full Time
Skills Needed
Risk Management, Change Risk Management, Product Risk Management, Governance, Operational Risk, Internal Control Management, Issue Management, Risk Assessment, Regulatory Compliance, Project Management, Program Management, Stakeholder Management, Critical Thinking, Data Analysis, Reporting, Communication
Specialization
Candidates must possess a bachelor's degree and at least 5 years of experience in risk management, banking, and project or program management. Strong knowledge of the three lines of defense model, internal controls, and issue management practices is required.
Experience Required
Minimum 5 year(s)
RBT Technician at First Western Bank
New York, New York, United States - Full Time
Skills Needed
Behavioral Intervention, Data Collection, Client Documentation, Interpersonal Communication, Treatment Plan Implementation, Collaboration, Patient Care
Specialization
Requires a high school diploma or equivalent, with RBT certification and experience with autism or developmental disabilities preferred. Candidates must have strong communication skills and reliable transportation for travel to client sites.
Officer, Applications Support at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Finacle, Linux Administration, Oracle Sql, T Sql, Plsql, Python, Api Development, Containerization, Batch Scripting, Windows Server Administration, Application Support, It Remedy
Specialization
Requires a Bachelor's degree in Computer Science or a related field with 3-4 years of experience in technical support for core banking applications. Proficiency in SQL, Linux/Unix administration, Python, and automation scripting is essential.
Experience Required
Minimum 2 year(s)
Cash Consultant at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Cash Handling, Atm Maintenance, Client Engagement, Risk Management, Compliance, Bulk Cash Processing, Operational Reporting, Branch Banking, Customer Service, Financial Transactions
Specialization
Requires an NQF 5 FAIS-recognised qualification and 1 to 2 years of experience in frontline branch banking. Must demonstrate proven capability in bulk cash processing and knowledge of banking governance.
Officer, Trade Finance -Mombasa at Standard Bank - UK
Mombasa, Coast, Kenya - Full Time
Skills Needed
Trade Finance, Documentary Credits, Letters Of Credit, Collections, Guarantees, Ucp 600, Isbp, Urc, Urdg, Aml/Cft Compliance, Risk Identification, Sanctions Screening, Supply Chain Finance, Transaction Processing, Client Relationship Management, Analytical Skills
Specialization
Candidates must possess a first degree and a professional certification such as CDCS or CTFP. A minimum of 2-3 years of banking experience is required, with at least one year specifically in Trade Operations.
Experience Required
Minimum 2 year(s)
Portfolio Manager at Central State Bank
Calera, Alabama, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Portfolio Management, Cash Flow Analysis, Debt Service Analysis, Risk Assessment, Loan Documentation, Customer Relationship Management, Organizational Skills, Verbal Communication, Written Communication, Microsoft Office
Specialization
Preferred candidates have experience in banking, lending, and credit underwriting, specifically with financial statement analysis. A bachelor's degree in Finance, Accounting, or Business is preferred but not required if offset by relevant experience.
Experience Required
Minimum 2 year(s)
Scientist, Data at Standard Bank - UK
Mbabane, Hhohho Region, Eswatini - Full Time
Skills Needed
Data Mining, Statistical Analysis, Machine Learning, Data Visualisation, Software Engineering, Etl, Credit Scoring, Propensity Modeling, Churn Modeling, Technical Business Intelligence, Project Management, Data Architecture
Specialization
Requires a first degree in Information Studies or Information Technology with 3-4 years of experience in data analytics and software engineering. Proficiency in tools like SAS, R, SPSS, Power BI, and Tableau is essential.
Experience Required
Minimum 2 year(s)
RBT Technician at First Western Bank
West Long Branch, New Jersey, United States - Full Time
Skills Needed
Behavioral Therapy, Data Collection, Client Communication, Treatment Plan Implementation, Interpersonal Skills, Collaboration
Specialization
Must be a certified Registered Behavior Technician (RBT). Experience with autism or developmental disabilities is preferred, along with strong communication skills and flexibility for varying hours.
Credit Consultant - Collections at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Debt Collection, Credit Control, Customer Service, Negotiation, Problem Solving, Written Communication, Verbal Communication, Cccfa Legislation, Financial Planning, Digital Solutions
Specialization
Requires demonstrated experience in debt collection, credit control, and knowledge of CCCFA legislation. Candidates should possess strong communication and negotiation skills, though tertiary education is optional.
Experience Required
Minimum 2 year(s)
Assistant Office Manager - Donelson at Wilson Bank Trust
Nashville, Tennessee, United States - Full Time
Skills Needed
Retail Banking, Office Management, Team Leadership, Customer Experience, Compliance, Sales Strategy, Performance Appraisals, Relationship Management, Microsoft Office Suite, Problem Solving, Time Management, Interpersonal Communication, Critical Thinking, Business Development, Conflict Resolution, Financial Services
Specialization
Candidates must have a high school diploma or GED and at least one year of retail banking experience. Proficiency in Microsoft Office and strong interpersonal skills are required, with management experience preferred.
Experience Required
Minimum 2 year(s)
Mitarbeiter für einfache Bürotätigkeiten (m/w/d) in Teilzeit (15h) oder in at mediserv Bank GmbH
Saarbrücken, Saarland, Germany - Full Time
Skills Needed
Office Management, Mail Distribution, Scanning, Alphabetical Filing, Communication Skills, Teamwork, Driving License, Office Software
Specialization
Candidates must possess a driver's license and their own car for messenger duties. A commercial vocational qualification is preferred but not required, along with basic knowledge of modern office communication tools.
Business Development Manager at Standard Bank - UK
Gqeberha, Eastern Cape, South Africa - Full Time
Skills Needed
Business Development, Client Coverage, Financial Planning, Team Management, Financial Analysis, Business Acumen, Client Servicing, Fais Compliance, Strategic Planning, Conflict Resolution
Specialization
Requires a first degree in Business Commerce and 3-4 years of experience in client coverage within Personal and Private Banking. Candidates must have experience managing financial planners and expertise in FAIS product categories.
Experience Required
Minimum 2 year(s)
Strategic Portfolio Office Coordinator at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Portfolio Coordination, Governance Support, Reporting, Documentation, Stakeholder Management, Project Management, Portfolio Management, Time Management, Communication, Data Visualization, Financial Services Knowledge, Regulatory Compliance
Specialization
Candidates should have experience in providing coordination or governance support within structured project or portfolio management environments. Strong communication, time management, and documentation skills are essential for this role.
Experience Required
Minimum 2 year(s)
Local Market Head at Standard Bank - UK
Garden Route District Municipality, Western Cape, South Africa - Full Time
Skills Needed
Branch Banking Leadership, Financial Management, Risk Management, Change Management, Client Relationship Management, Strategic Planning, Operational Efficiency, Digital Banking, Credit Delivery, Portfolio Management, Governance, Performance Management
Specialization
Requires a Bachelor's degree or Advanced Diploma in Business Commerce and RE1 & RE5 certifications. Candidates must have 8-10 years of significant branch banking experience and meet regulatory requirements to act as a Key Individual.
Experience Required
Minimum 10 year(s)
Senior Specialist, Underwriter at Standard Bank - UK
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Commercial Underwriting, Risk Assessment, Short Term Insurance, Regulatory Compliance, Customer Service, Automated Underwriting Systems, Financial Services Value Chain, Risk Management, Data Interpretation, Quality Assurance
Specialization
Requires a first degree in Business Commerce or Risk Management with 5-7 years of experience in commercial underwriting. Must have a deep understanding of short-term insurance products, policies, and automated processing systems.
Experience Required
Minimum 5 year(s)
Executive Financial Planner at Standard Bank - UK
Johannesburg, Gauteng, South Africa -
Full Time


Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

0.0

Posted On

30 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial planning, Estate planning, Financial analysis, Sales, Intermediary services, Long term insurance, Financial acumen, Regulatory framework, Interpreting financial statements, Legal compliance, Client relationship management, Data interpretation, Decision making, Task management

Industry

Financial Services

Description
Company Description 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. 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 Minimum Qualification NQF level 6-7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representatives Experience 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Understand Long Term insurance products Understand the banks products, processes and systems No Supervision required Additional Information Behavioural Competencies: Articulating Information Convincing People Developing Expertise Documenting Facts Establishing Rapport Examining Information Exploring Possibilities Following Procedures Interacting with People Interpreting Data Making Decisions Managing Tasks Producing Output Providing Insights Seizing Opportunities Showing Composure Taking Action Thinking Positively Understanding People Upholding Standards Technical Competencies: Financial Acumen Financial Analysis Financial Industry Regulatory Framework Financial Planning Interpreting Financial Statements Legal Compliance Business Segment: Personal & Private Banking

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Responsibilities
Provide comprehensive financial and estate planning advice to private and business banking clients to address their complex financial needs. Manage client relationships across various banking segments while ensuring adherence to regulatory standards and internal processes.
Executive Financial Planner at Standard Bank - UK
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Financial Planning, Estate Planning, Financial Analysis, Sales, Intermediary Services, Long Term Insurance, Financial Acumen, Regulatory Framework, Interpreting Financial Statements, Legal Compliance, Client Relationship Management, Data Interpretation, Decision Making, Task Management
Specialization
Requires a minimum NQF level 6-7 qualification (Advanced Diploma or Degree) and RE 5 certification. Candidates must have 3-5 years of experience in a sales environment, specifically within banking and insurance intermediary services.
Experience Required
Minimum 2 year(s)
Executive Financial Planner at Standard Bank - UK
Turffontein, Gauteng, South Africa - Full Time
Skills Needed
Financial Planning, Estate Planning, Financial Analysis, Financial Acumen, Regulatory Compliance, Client Coverage, Business Assurance, Interpreting Financial Statements, Legal Compliance, Relationship Management
Specialization
Requires a diploma in Business Commerce and 5-7 years of experience in client coverage and financial product categories. Candidates must possess strong technical competencies in financial analysis and regulatory frameworks.
Experience Required
Minimum 5 year(s)
Customer Liaison Officer at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Client Servicing, Customer Reception, Query Resolution, Cross Selling, Banking Processes, Risk And Compliance, Administrative Support, Client Flow Management, Data Recording, Conflict Resolution
Specialization
Requires a National Certificate or NQF 5 qualification in banking, finance, or a related field. Candidates need 1 to 2 years of experience in a customer-facing banking or administrative environment.
Financial Crime Officer at Heartland Bank Ltd
Melbourne, Victoria, Australia - Full Time
Skills Needed
Aml/Ctf, Kyc, Transaction Monitoring, Fraud Management, Regulatory Reporting, Customer Due Diligence, Financial Crime Risk Management, Data Analysis, Internal Reporting, Issue Resolution, Retail Banking, Risk Assessment
Specialization
Candidates must have experience in financial crime, fraud, or AML/CTF within a financial institution. Strong attention to detail, professional communication skills, and the ability to manage tasks end-to-end are essential.
Experience Required
Minimum 2 year(s)
Senior Regulatory Reporting Manager at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Regulatory Reporting, Banking Industry, Rbnz Frameworks, Basel Based Capital Adequacy, Risk Weighted Assets, Financial Compliance, People Leadership, Analytical Capability, Data Flow Analysis, Stakeholder Communication, Accounting, Finance, Regulatory Capital, Banking Prudential Requirements
Specialization
Candidates must have significant experience in regulatory reporting within the banking industry and a strong understanding of Basel-based capital adequacy frameworks. A tertiary qualification in accounting, finance, or a related discipline is required, along with proven leadership experience.
Experience Required
Minimum 5 year(s)
Enterprise Risk Governance Program Manager at City National Bank
Los Angeles, California, United States - Full Time
Skills Needed
Risk Management, Change Risk Management, Product Risk Management, Governance, Operational Risk, Internal Control Management, Issue Management, Risk Assessment, Regulatory Compliance, Project Management, Program Management, Stakeholder Management, Critical Thinking, Data Analysis, Reporting, Communication
Specialization
Candidates must possess a bachelor's degree and at least 5 years of experience in risk management, banking, and project or program management. Strong knowledge of the three lines of defense model, internal controls, and issue management practices is required.
Experience Required
Minimum 5 year(s)
RBT Technician at First Western Bank
New York, New York, United States - Full Time
Skills Needed
Behavioral Intervention, Data Collection, Client Documentation, Interpersonal Communication, Treatment Plan Implementation, Collaboration, Patient Care
Specialization
Requires a high school diploma or equivalent, with RBT certification and experience with autism or developmental disabilities preferred. Candidates must have strong communication skills and reliable transportation for travel to client sites.
Officer, Applications Support at Standard Bank - UK
Lagos, Lagos, Nigeria - Full Time
Skills Needed
Finacle, Linux Administration, Oracle Sql, T Sql, Plsql, Python, Api Development, Containerization, Batch Scripting, Windows Server Administration, Application Support, It Remedy
Specialization
Requires a Bachelor's degree in Computer Science or a related field with 3-4 years of experience in technical support for core banking applications. Proficiency in SQL, Linux/Unix administration, Python, and automation scripting is essential.
Experience Required
Minimum 2 year(s)
Cash Consultant at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Cash Handling, Atm Maintenance, Client Engagement, Risk Management, Compliance, Bulk Cash Processing, Operational Reporting, Branch Banking, Customer Service, Financial Transactions
Specialization
Requires an NQF 5 FAIS-recognised qualification and 1 to 2 years of experience in frontline branch banking. Must demonstrate proven capability in bulk cash processing and knowledge of banking governance.
Officer, Trade Finance -Mombasa at Standard Bank - UK
Mombasa, Coast, Kenya - Full Time
Skills Needed
Trade Finance, Documentary Credits, Letters Of Credit, Collections, Guarantees, Ucp 600, Isbp, Urc, Urdg, Aml/Cft Compliance, Risk Identification, Sanctions Screening, Supply Chain Finance, Transaction Processing, Client Relationship Management, Analytical Skills
Specialization
Candidates must possess a first degree and a professional certification such as CDCS or CTFP. A minimum of 2-3 years of banking experience is required, with at least one year specifically in Trade Operations.
Experience Required
Minimum 2 year(s)
Portfolio Manager at Central State Bank
Calera, Alabama, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Portfolio Management, Cash Flow Analysis, Debt Service Analysis, Risk Assessment, Loan Documentation, Customer Relationship Management, Organizational Skills, Verbal Communication, Written Communication, Microsoft Office
Specialization
Preferred candidates have experience in banking, lending, and credit underwriting, specifically with financial statement analysis. A bachelor's degree in Finance, Accounting, or Business is preferred but not required if offset by relevant experience.
Experience Required
Minimum 2 year(s)
Scientist, Data at Standard Bank - UK
Mbabane, Hhohho Region, Eswatini - Full Time
Skills Needed
Data Mining, Statistical Analysis, Machine Learning, Data Visualisation, Software Engineering, Etl, Credit Scoring, Propensity Modeling, Churn Modeling, Technical Business Intelligence, Project Management, Data Architecture
Specialization
Requires a first degree in Information Studies or Information Technology with 3-4 years of experience in data analytics and software engineering. Proficiency in tools like SAS, R, SPSS, Power BI, and Tableau is essential.
Experience Required
Minimum 2 year(s)
RBT Technician at First Western Bank
West Long Branch, New Jersey, United States - Full Time
Skills Needed
Behavioral Therapy, Data Collection, Client Communication, Treatment Plan Implementation, Interpersonal Skills, Collaboration
Specialization
Must be a certified Registered Behavior Technician (RBT). Experience with autism or developmental disabilities is preferred, along with strong communication skills and flexibility for varying hours.
Credit Consultant - Collections at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Debt Collection, Credit Control, Customer Service, Negotiation, Problem Solving, Written Communication, Verbal Communication, Cccfa Legislation, Financial Planning, Digital Solutions
Specialization
Requires demonstrated experience in debt collection, credit control, and knowledge of CCCFA legislation. Candidates should possess strong communication and negotiation skills, though tertiary education is optional.
Experience Required
Minimum 2 year(s)
Assistant Office Manager - Donelson at Wilson Bank Trust
Nashville, Tennessee, United States - Full Time
Skills Needed
Retail Banking, Office Management, Team Leadership, Customer Experience, Compliance, Sales Strategy, Performance Appraisals, Relationship Management, Microsoft Office Suite, Problem Solving, Time Management, Interpersonal Communication, Critical Thinking, Business Development, Conflict Resolution, Financial Services
Specialization
Candidates must have a high school diploma or GED and at least one year of retail banking experience. Proficiency in Microsoft Office and strong interpersonal skills are required, with management experience preferred.
Experience Required
Minimum 2 year(s)
Mitarbeiter für einfache Bürotätigkeiten (m/w/d) in Teilzeit (15h) oder in at mediserv Bank GmbH
Saarbrücken, Saarland, Germany - Full Time
Skills Needed
Office Management, Mail Distribution, Scanning, Alphabetical Filing, Communication Skills, Teamwork, Driving License, Office Software
Specialization
Candidates must possess a driver's license and their own car for messenger duties. A commercial vocational qualification is preferred but not required, along with basic knowledge of modern office communication tools.
Business Development Manager at Standard Bank - UK
Gqeberha, Eastern Cape, South Africa - Full Time
Skills Needed
Business Development, Client Coverage, Financial Planning, Team Management, Financial Analysis, Business Acumen, Client Servicing, Fais Compliance, Strategic Planning, Conflict Resolution
Specialization
Requires a first degree in Business Commerce and 3-4 years of experience in client coverage within Personal and Private Banking. Candidates must have experience managing financial planners and expertise in FAIS product categories.
Experience Required
Minimum 2 year(s)
Strategic Portfolio Office Coordinator at Heartland Bank Ltd
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Portfolio Coordination, Governance Support, Reporting, Documentation, Stakeholder Management, Project Management, Portfolio Management, Time Management, Communication, Data Visualization, Financial Services Knowledge, Regulatory Compliance
Specialization
Candidates should have experience in providing coordination or governance support within structured project or portfolio management environments. Strong communication, time management, and documentation skills are essential for this role.
Experience Required
Minimum 2 year(s)
Local Market Head at Standard Bank - UK
Garden Route District Municipality, Western Cape, South Africa - Full Time
Skills Needed
Branch Banking Leadership, Financial Management, Risk Management, Change Management, Client Relationship Management, Strategic Planning, Operational Efficiency, Digital Banking, Credit Delivery, Portfolio Management, Governance, Performance Management
Specialization
Requires a Bachelor's degree or Advanced Diploma in Business Commerce and RE1 & RE5 certifications. Candidates must have 8-10 years of significant branch banking experience and meet regulatory requirements to act as a Key Individual.
Experience Required
Minimum 10 year(s)
Senior Specialist, Underwriter at Standard Bank - UK
Johannesburg, Gauteng, South Africa - Full Time
Skills Needed
Commercial Underwriting, Risk Assessment, Short Term Insurance, Regulatory Compliance, Customer Service, Automated Underwriting Systems, Financial Services Value Chain, Risk Management, Data Interpretation, Quality Assurance
Specialization
Requires a first degree in Business Commerce or Risk Management with 5-7 years of experience in commercial underwriting. Must have a deep understanding of short-term insurance products, policies, and automated processing systems.
Experience Required
Minimum 5 year(s)
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