Executive Financial Planner - Johannesburg - Standard Bank Group

    Standard Bank Group
    Standard Bank Group Johannesburg

    1 week ago

    Default job background
    Description

    **Career Opportunity:**

    We are seeking a skilled professional to provide comprehensive financial and estate planning advice to our Private and Business Banking Clients.

    This role is ideal for someone who is passionate about creating growth in Africa, bringing value to clients and communities, and making a meaningful impact.

    Key Responsibilities:

    • Provide tailored financial and estate planning solutions to meet the complex needs of clients.
    • Collaborate with cross-functional teams to understand client requirements and develop effective strategies.
    • Stay up-to-date with industry trends, regulatory changes, and product updates to ensure expert knowledge.
    • Deliver exceptional client service, ensuring timely and effective communication.
    • Maintain accurate records and documentation, adhering to compliance standards.

    Requirements:

    • NQF level 7 Qualification (Advanced Diploma OR Degree)
    • 120 credits or Qualification aligned with FAIS and FSCA requirements
    • RE 5: Representatives
    • 3-5 years' experience in sales environment, specifically intermediary services for banking and insurance categories
    • Understand Long Term insurance products
    • Understand bank's products, processes, and systems
    • No supervision required

    Technical Competencies:

    • Financial Acumen
    • Financial Analysis
    • Financial Industry Regulatory Framework
    • Financial Planning
    • Interpreting Financial Statements
    • Legal Compliance

    About Us:

    The Standard Bank Group is a leading Africa-focused financial services group that offers a range of career-enhancing opportunities. Our clients include individuals, businesses, high net worth families, and multinational corporations. We prioritize creating growth in Africa, delivering meaningful value to our clients and communities, and fostering a sense of purpose among our team members.

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