Executive Financial Planner

Standard Bank Group; Noordwes; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Standard Bank Group is seeking a qualified professional to provide tailored financial and estate planning advice to Private and Business Banking clients. The role covers Signature, Premium, Growth, and Commercial Banking segments, focusing on complex financial needs and regulatory compliance.

Candidates should have 3-5 years in sales, with expertise in intermediary banking/insurance, and a solid understanding of long-term insurance products and bank processes. No supervision is required.

Qualifications

• 3-5 years of experience in a sales environment with intermediary banking/insurance services.
• Understanding of long-term insurance products.
• Understanding of bank products, processes and systems.
• No supervision required.

Responsibilities

• Provide financial and estate planning advice aligning with Private & Business Banking segments.
• Assist clients in solving complex financial needs within the FAIS/FSCA framework.

Skills

Sales experience

Intermediary services

Long term insurance

Bank products knowledge

Education

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or FAIS/FSCA-aligned 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

• NQF level 6-7Qualification (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

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