Executive Financial Planner

Standard Bank Of South Africa Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading bank in South Africa seeks a skilled professional to grow their financial planning business in Cape Town, providing tailored solutions for private and business clients. The ideal candidate will have an NQF level 7 qualification and 3-5 years of experience in a sales role, particularly in intermediary services within banking and insurance.

Qualifications

• NQF level 7 Qualification or equivalent required.
• 3-5 years' experience in sales environment, particularly in banking and insurance.

Responsibilities

• Grow financial planning business with tailor-made solutions.
• Provide estate and risk planning solutions.

Skills

Understanding Long Term insurance products

Sales experience

Knowledge of banking and insurance categories

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Job description

Business Segment

Personal & Private Banking

Location

ZA, WC, Western Cape, Cape Town

Job Summary

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor‑made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

Qualifications

• NQF level 7 Qualification (Advanced Diploma OR Degree) credits or Qualification aligned with FAIS and FSCA requirements

Experience

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.

Key Knowledge and Responsibilities

• Understand Long Term insurance products
• Understand the bank's products, processes and systems