Executive Financial Planner

About the role

The Executive Financial Planner will deliver comprehensive financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking segments. The role focuses on addressing complex financial needs and supporting high‑net‑worth individuals and businesses.

Key responsibilities

• Provide tailored financial and estate planning solutions to private and business banking clients.
• Manage client coverage across Consumer and High Net Worth segments.
• Apply FAIS regulations for SBFC product categories and oversee Business Assurance matters.
• Analyse client portfolios, interpret financial statements and ensure compliance with legal and regulatory frameworks.
• Document advice, maintain accurate records and follow established procedures.

Required profile

• Diploma in Banking and a First Degree in Business Commerce.
• 5–7 years of experience serving private, business and high‑net‑worth clients.
• Demonstrated experience with FAIS‑regulated products and Business Assurance.

Required skills

• Financial analysis
• Financial planning
• Interpreting financial statements
• Legal compliance
• Knowledge of the Financial Industry Regulatory Framework (FAIS)

What we offer

• Opportunity to work with a leading banking institution.
• Exposure to a diverse client base across multiple banking segments.
• Professional development in advanced financial planning and regulatory compliance.