Executive Financial Planner

Sandton, Johannesburg, South Africa

Job Description


Company DescriptionStandard 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.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.QualificationsMinimum Qualification

  • NQF level 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 InformationBehavioural Competencies:
  • Articulating Information
  • Convincing People
  • Developing Expertise
  • Documenting Facts
  • Establishing Rapport
  • Examining Information
  • Following Procedures
  • Interacting with People
  • Interpreting Data
  • Taking Action
  • Understanding People
  • Upholding Standards
Technical Competencies:
  • Financial Acumen
  • Financial Analysis
  • Financial Industry Regulatory Framework
  • Financial Planning
  • Interpreting Financial Statements
  • Legal Compliance

Standard Bank

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Job Detail

  • Job Id
    JD1390012
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sandton, Johannesburg, South Africa
  • Education
    Not mentioned