Senior Private Banking Financial Planner

Standard Bank Group; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Standard Bank Group in Cape Town is seeking an experienced financial advisor to provide tailored financial and estate planning guidance to Private and Business Banking clients. You will address complex financial needs across Private Banking Signature, Premium, Growth and Commercial Banking segments.

The role requires 3-5 years of sales experience in banking/insurance, with a solid understanding of Long Term insurance products and the bank's processes and systems.

Qualifications

• 3-5 years' experience in a sales environment for banking and insurance.
• Understanding Long Term insurance products.
• Familiarity with the bank's products, processes and systems.
• No supervision required

Responsibilities

• Provide financial and estate planning advice to Private and Business Banking clients.
• Align advice with Private Banking Signature, Premium, Growth and Commercial Banking segments.

Skills

Sales experience

Financial advisory

Banking/insurance knowledge

No supervision

Education

NQF Level 6-7

120 credits/FAIS FSCA aligned

RE 5 Representatives

Job description

Standard Bank Group in Cape Town is seeking an experienced financial advisor to provide tailored financial and estate planning guidance to Private and Business Banking clients. You will address complex financial needs across Private Banking Signature, Premium, Growth and Commercial Banking segments.

The role requires 3-5 years of sales experience in banking/insurance, with a solid understanding of Long Term insurance products and the bank's processes and systems.