Wealth & Estate Planner - Private Banking Advisory

Standard Bank Group; Vanderbijlpark; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in South Africa seeks a qualified Financial Advisor to provide tailored financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will possess an NQF level 6-7 qualification and have 3-5 years of experience in a related sales environment. Key skills include estate law, wealth management, and financial planning. The role is full-time with no remote work permitted.

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.

Responsibilities

• Provide appropriate financial and estate planning advice to Private and Business Banking Clients.

Skills

Estate Law

Trusts

Wealth Management

Financial Services

Financial Concepts

Microsoft Outlook

Microsoft Powerpoint

Securities Law

Financial Analysis

Budgeting

Financial Planning

Wills

Education

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

Job description

A leading financial institution in South Africa seeks a qualified Financial Advisor to provide tailored financial and estate planning advice to Private and Business Banking Clients. The ideal candidate will possess an NQF level 6-7 qualification and have 3-5 years of experience in a related sales environment. Key skills include estate law, wealth management, and financial planning. The role is full-time with no remote work permitted.