Executive Financial Planner

Standard Bank Group; Durban; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Standard Bank Group in Durban seeks an experienced financial advisor to provide tailored financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking, helping them solve complex financial needs.

Required qualifications include a Diploma (NQF 6-7) with FAIS/FSCA alignment, RE 5; 3–5 years selling intermediary banking/insurance products; strong knowledge of long-term insurance and bank products.

Qualifications

• Diploma or equivalent FAIS/FSCA alignment required.
• 3–5 years in a sales environment focused on intermediary banking/insurance.
• RE 5: Representatives required.

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Assist clients in solving complex financial needs and selecting suitable bank products.
• Ensure compliance with regulatory standards and internal procedures.

Skills

Intermediary sales

Financial advisory

Life insurance products

Education

Diploma

NQF 6-7

Job description

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

Type of Qualification:Diploma

• 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.