Executive Financial Planner

Standard Bank Group; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Standard Bank Group in Cape Town is seeking an experienced financial advisor to provide tailored financial and estate planning guidance to Private and Business Banking clients. You will address complex financial needs across Private Banking Signature, Premium, Growth and Commercial Banking segments.

The role requires 3-5 years of sales experience in banking/insurance, with a solid understanding of Long Term insurance products and the bank's processes and systems.

Qualifications

• 3-5 years' experience in a sales environment for banking and insurance.
• Understanding Long Term insurance products.
• Familiarity with the bank's products, processes and systems.
• No supervision required

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Align advice with Private Banking Signature, Premium, Growth and Commercial Banking segments.

Skills

Sales experience

Financial advisory

Banking/insurance knowledge

No supervision

Education

NQF Level 6-7

120 credits/FAIS FSCA aligned

RE 5 Representatives

Job description

Location: ZA, undefined, Western Cape , Claremont

Business Segment: Personal & Private Banking

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.

Qualifications

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


• 120 credits or Qualification aligned with FAIS and FSCA requirements


• RE 5: Representatives

Experience

• 3-5years' 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

• Articulating Information


• Developing Expertise


• Documenting Facts


• Examining Information


• Exploring Possibilities


• Following Procedures


• Interacting with People


• Interpreting Data


• Making Decisions


• Managing Tasks


• Producing Output


• Providing Insights


• Showing Composure


• Taking Action


• Thinking Positively


• Upholding Standards


• Financial Industry Regulatory Framework


• Legal Compliance

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.