TRAFFIC Gauteng

Senior Financial & Estate Planner - Private Banking

Standard Bank of South Africa Limited

Job Description

A leading financial services group in Johannesburg is seeking an experienced candidate to provide financial and estate planning advice to Private and Business Banking clients. This role requires an advanced diploma or degree, with at least 3-5 years of experience in a sales environment related to banking and insurance. Knowledge of long-term insurance products and the bank's systems is essential. Join our team to help clients navigate their complex financial needs.

About This Role

Career insights for Financial Managers positions

Salary Benchmark
R53,588/month
R39,825 to R73,560/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening Critical Thinking Reading Comprehension Speaking Monitoring
Common Technologies
Microsoft Dynamics 365 Oracle PeopleSoft Cloud SAP S/4HANA Microsoft PowerPoint 365 Microsoft SQL Server 2022 Oracle Database 23c SQL Alteryx Analytics Cloud

Job Overview

Date Posted
02 Apr 2026
Location
Gauteng, South Africa

Financial Managers Insights

Median Salary (ZAR)
R53,588/month
Job Outlook
This career will grow rapidly in the next few years.

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