Executive Financial Planner
Johannesburg, GP, ZA, South Africa
Job Description
Job Overview
Business Segment:
Personal & Private BankingLocation:
ZA, Gauteng, Johannesburg West, Johannesburg South &Job Type:
Full-timeJob Ref ID:
80401457A-0001Date Posted:
2/26/2025To 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 7 Qualification (Advanced Diploma OR Degree)
120 credits or Qualification aligned with FAIS and FSCA requirements
RE 5:
RepresentativesExperience
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
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance
Please note:
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Job Detail
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Job IdJD1397618
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, GP, ZA, South Africa
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EducationNot mentioned