Executive Financial Planner

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a financial advisor to provide tailored financial and estate planning advice to its Private and Business Banking clients. The ideal candidate will possess an NQF level 7 qualification and have between 3 to 5 years of experience in a sales environment, preferably in banking and insurance sectors. The candidate must also have a strong understanding of long-term insurance products and the bank's services.

Qualifications

• NQF level 7 qualification aligned with FAIS and FSCA requirements is essential.
• 3-5 years of experience in a banking and insurance sales environment.
• Strong understanding of banking products and long-term insurance.

Responsibilities

• Provide financial and estate planning advice to diverse banking clients.

Skills

Financial advice

Sales experience

Knowledge of banking and insurance products

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Job description

Overview

Personal & Private Banking. Location: ZA, Johannesburg, Centurion.

Provide appropriate financial and estate planning advice to Private and Business Banking Clients (Private Banking Signature, Premium, Growth and Commercial Banking) to solve complex financial needs.

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.

Knowledge

Understand Long Term insurance products. Understand the banks products, processes and systems.