Executive Financial Planner at Standard Bank
KwaZulu-Natal, KwaZulu-Natal, South Africa -
Full Time


Start Date

Immediate

Expiry Date

09 May, 25

Salary

0.0

Posted On

10 Feb, 25

Experience

3 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

Job Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, KwaZulu-Natal , Hibiscus, Musunduzi & Drakensburg
Job Type: Full-time
Job Ref ID: 80363052A-0001
Date Posted: 2/7/2025
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: Representatives
Experience
3-5 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

Responsibilities

Please refer the Job description for details

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