Executive Financial Planner

Standard Bank Of South Africa Limited; Gauteng; On-site; ZAR 300,000 - 600,000; Full time

Job summary

An established industry player is seeking a skilled financial advisor to provide tailored financial and estate planning advice to Private and Business Banking clients. This role requires a deep understanding of complex financial needs and the ability to navigate various banking products and services. With a strong emphasis on client relationships, you will play a vital role in helping clients achieve their financial goals. If you have a passion for finance and a proven track record in sales, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• NQF level 7 qualification or equivalent aligned with FAIS and FSCA requirements.
• 3-5 years of experience in sales, specifically in banking and insurance.

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Solve complex financial needs for clients in various banking segments.

Skills

Sales Skills

Financial Planning

Understanding of Long Term Insurance Products

Education

NQF Level 7 Qualification

RE 5: Representatives

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

1. NQF level 7 Qualification (Advanced Diploma OR Degree) credits or Qualification aligned with FAIS and FSCA requirements
2. RE 5: Representatives

Experience

1. 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
2. Understand Long Term insurance products
3. Understand the bank's products, processes, and systems

Please note: All our recruitment processes comply with the applicable local laws and regulations.

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