Elite Private Banking Financial Planner

Standard Bank Group; Hibiscus Coast Local Municipality; Vor Ort; ZAR 300.000 - 520.000; Vollzeit

Zusammenfassung

Standard Bank Group in South Africa seeks a Financial Advisor to provide financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking.

The role requires FAIS compliance, RE5 qualifications, and strong knowledge of long-term insurance products and banking processes. This position offers an opportunity to contribute to a diversified client base.

Qualifikationen

• 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.

Aufgaben

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients.

Kenntnisse

Sales experience

Banking product knowledge

Understanding Long Term insurance

Independent worker

Ausbildung

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or Qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Jobbeschreibung

Standard Bank Group in South Africa seeks a Financial Advisor to provide financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking.

The role requires FAIS compliance, RE5 qualifications, and strong knowledge of long-term insurance products and banking processes. This position offers an opportunity to contribute to a diversified client base.