Private Banking: Senior Financial & Estate Planner

Standard Bank Of South Africa Limited; Johannesburg; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in Johannesburg is seeking a financial advisor to provide tailored financial and estate planning advice to its Private and Business Banking clients. The ideal candidate will possess an NQF level 7 qualification and have between 3 to 5 years of experience in a sales environment, preferably in banking and insurance sectors. The candidate must also have a strong understanding of long-term insurance products and the bank's services.

Qualifications

• NQF level 7 qualification aligned with FAIS and FSCA requirements is essential.
• 3-5 years of experience in a banking and insurance sales environment.
• Strong understanding of banking products and long-term insurance.

Responsibilities

• Provide financial and estate planning advice to diverse banking clients.

Skills

Financial advice

Sales experience

Knowledge of banking and insurance products

Education

NQF level 7 Qualification (Advanced Diploma OR Degree)

Job description

A leading financial institution in Johannesburg is seeking a financial advisor to provide tailored financial and estate planning advice to its Private and Business Banking clients. The ideal candidate will possess an NQF level 7 qualification and have between 3 to 5 years of experience in a sales environment, preferably in banking and insurance sectors. The candidate must also have a strong understanding of long-term insurance products and the bank's services.