Executive Financial Planner
Executive Financial Planner
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning risk planning business assurance and both local and offshore investments.
Qualifications :
Minimum Qualification
- NQF level 7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representative
Experience
- 35 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
Additional Information :
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Following Procedures
- Interacting with People
- Interpreting Data
- Taking Action
- Understanding People
- Upholding Standards
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
