Executive Financial Planner

Standard Bank Group; Wes-Kaap; On-site; ZAR 420,000 - 600,000; Full time

Job summary

Standard Bank Group is seeking a Private Banking Advisor to deliver tailored financial and estate planning guidance to Private and Business Banking clients, including Signature, Premium, Growth and Commercial Banking segments.

You will work with clients to solve complex financial needs, leveraging product knowledge and advisory expertise, while complying with FAIS and FSCA requirements.

The role emphasizes relationship building and regulatory compliance.

Qualifications

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products.
• Understand the bank's products, processes and systems.
• No supervision required.

Responsibilities

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

Skills

Sales experience

Private banking knowledge

Banking product understanding

Independent work

Education

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

120 credits aligned with FAIS/FSCA

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.