Executive Financial Planner

Standard Bank Group; Johannesburg; On-site; ZAR 480,000 - 750,000; Full time

Job summary

Standard Bank Group is seeking a proactive financial adviser to provide estate and financial planning guidance to Private and Business Banking clients in Johannesburg. The role requires in-depth knowledge of long-term insurance products and banking services and will operate within a regulatory-compliant framework.

The successful candidate will have a 3-5 year sales background in intermediary banking services, with no supervision requirements and a strong understanding of bank products and

Qualifications

• NQF level 7 Qualification (Advanced Diploma OR Degree) is required.
• 120 credits or a qualification aligned with FAIS and FSCA requirements.
• RE 5: Representatives must be held.

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients.
• Understand the bank's products, processes and systems to solve for client needs.
• Ensure compliance with regulatory and internal requirements.

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

120 credits or Qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Job description

Location: ZA, undefined, Johannesburg, Centurion

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.

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

• 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.