Executive Financial Planner

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

Minimum Qualification

1. NQF level 7 Qualification (Advanced Diploma OR Degree)
2. 120 credits or Qualification aligned with FAIS and FSCA requirements
3. 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.
4. No supervision required.

Technical Competencies:

1. Financial Acumen
2. Financial Analysis
3. Financial Industry Regulatory Framework
4. Financial Planning
5. Interpreting Financial Statements
6. Legal Compliance