Executive Financial Planner at Standard Bank - UK

Johannesburg, Gauteng, South Africa -

Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

0.0

Posted On

30 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Estate planning, Financial analysis, Sales, Intermediary services, Long term insurance, Financial acumen, Regulatory framework, Interpreting financial statements, Legal compliance, Client relationship management, Data interpretation, Decision making, Task management

Industry

Financial Services

Description

Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you. 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 Minimum Qualification NQF level 6-7 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 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 Business Segment: Personal & Private Banking

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Responsibilities

Provide comprehensive financial and estate planning advice to private and business banking clients to address their complex financial needs. Manage client relationships across various banking segments while ensuring adherence to regulatory standards and internal processes.