Planner, Financial, Executive
Planner, Financial, Executive
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Not Disclosed
Salary Not Disclosed
1 Vacancy
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 :
Key Responsibilities:
- Provide holistic financial planning to affluent clients addressing investment retirement risk and estate planning needs.
- Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.
- Ensure all advisory activity is compliant with regulatory standards governance requirements and best practice frameworks.
Qualifications
National Diploma (NQF Level 6) or higher in Finance Financial Planning or a related field
- A minimum of 120 FAIS-recognised credits in line with FSCA regulatory requirements
- Regulatory Examination Level 5 (RE5) essential
Additional Information :
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
Remote Work :
No
Employment Type :
Part-time
Employment Type
Part-time
