Executive Financial Planner

Standard Bank Group; South Africa; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Standard Bank Group is seeking a qualified advisor to provide financial and estate planning guidance to Private and Business Banking clients. You will support Private Banking Signature, Premium, Growth and Commercial Banking segments, addressing complex financial needs within regulatory guidelines.

Ideal candidates have NQF6-7 qualifications with FAIS/FSCA alignment and RE5 certification, plus 3–5 years in a sales banking environment and understanding of long-term insurance products.

Qualifications

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

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking Clients.
• Support Private Banking Signature, Premium, Growth and Commercial Banking segments.
• Address clients' complex financial needs in line with regulatory requirements.

Skills

Sales experience

Intermediary services

Client advisory

Education

NQF level 6-7 (Advanced Diploma or Degree)

FAIS/FSCA compliance (120 credits)

RE 5: Representatives

Job description

Location: ZA, undefined, Fourways and West Rand , Fourways and West Rand

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.