Planner, Financial, Executive

Stanbic Bank Tanzania; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Gauteng seeks a Branch Consultant/Financial Advisor to provide financial and estate planning advice to clients. This full-time role requires a diploma or higher in finance, along with 3-5 years of sales experience in the banking or insurance sector. The ideal candidate will possess strong financial acumen and the ability to work independently.

Qualifications

• Diploma or higher education in finance or related fields.
• 3-5 years' experience in sales within banking or insurance.
• Understanding of Long Term insurance products.

Responsibilities

• Provide financial and estate planning advice to clients.
• Understand and leverage bank products and systems.
• Work independently without supervision.

Skills

Articulating Information

Convincing People

Financial Acumen

Understanding People

Education

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

Job description

Branch Consultant / Financial Advisor - Alexander Pan African Mall

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

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

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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