Executive Financial Planner

Standard Bank Group; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in Johannesburg seeks to hire a professional to provide financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will have 3-5 years’ experience in banking/insurance sales and a relevant qualification (NQF level 6-7). This role offers the opportunity to work in a highly dynamic environment focused on client needs.

Qualifications

• 3-5 years' experience in a sales environment for banking/insurance.
• Understand Long Term insurance products.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice to clients.

Skills

Articulating Information

Convincing People

Developing Expertise

Providing Insights

Understanding People

Education

NQF level 6-7 Qualification

Advanced Diploma OR Degree

Job description

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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

Type of Qualification: Diploma

Minimum Qualification

• NQF level 6-7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Experience

• 3-5 years' 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

Behavioural Competencies

• Articulating Information
• Convincing People
• Developing Expertise
• Documenting Facts
• Establishing Rapport
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Interpreting Data
• Making Decisions
• Managing Tasks
• Producing Output
• Providing Insights
• Seizing Opportunities
• Showing Composure
• Taking Action
• Thinking Positively
• Understanding People
• Upholding Standards

Technical Competencies

• Financial Acumen
• Financial Analysis
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Legal Compliance