Executive, Financial Planner

Standard Bank Group; East London; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial institution in East London seeks a financial advisor to provide estate planning advice to Private and Business Banking clients. The ideal candidate has 3-5 years of sales experience in banking or insurance, holds an NQF level 7 qualification, and possesses strong financial acumen. Full-time employment is offered.

Qualifications

• 3-5 years experience in a sales environment specifically intermediary services for banking and insurance categories.
• Understanding of Long Term insurance products.
• Capability to work with no supervision.

Responsibilities

• Provide appropriate financial and estate planning advice to clients.
• Address complex financial needs for Private and Business Banking Clients.
• Utilize knowledge of bank products and processes.

Skills

Estate Law

Trusts

Wealth Management

Financial Services

Financial Concepts

Microsoft Outlook

Microsoft Powerpoint

Securities Law

Financial Analysis

Budgeting

Financial Planning

Wills

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

120 credits aligned with FAIS and FSCA requirements

RE 5: Representatives

Job description

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 :

Minimum Qualification

• NQF level 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 :

Technical Competencies :

Financial Acumen

Financial Analysis

Financial Industry Regulatory Framework

Financial Planning

Interpreting Financial Statements

Legal Compliance

Remote Work : Employment Type :

Full-time

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Experience : years

Vacancy : 1