Financial Planner

at  Standard Bank

Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg North, Sandton & Rosebank
Job Type: Full-time
Job Ref ID: 80435866A-0001
Date Posted: 11/15/2024
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 5 Certificate
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
Negotiating
Accurately interpreting data
Implementing procedure
Understanding regulations
Technical Competencies
Computer literate
Understanding appropriate verbal communication
Telephone etiquette
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.z

Please refer the Job description for details