Executive Financial Planner - Johannesburg - Standard Bank Group

    Standard Bank Group
    Standard Bank Group Johannesburg

    3 days ago

    Default job background
    Description

    Unlock Growth in Africa

    We are the Standard Bank Group, a leading Africa-focused financial services group that offers a range of career-enhancing opportunities. Our clients span from individuals to large multinational corporates and institutions, and we are passionate about creating growth in Africa.

    About the Role

    We are seeking an experienced professional to provide tailored financial and estate planning advice to Private and Business Banking Clients. Your expertise will help solve complex financial needs for our clients, driving business growth and creating meaningful value for them and their communities.

    Your Qualifications

    • NQF Level 7 Qualification (Advanced Diploma or Degree with 120 credits or qualification aligned with FAIS and FSCA requirements)
    • RE 5: Representatives

    Your Experience

    • 3-5 years' experience in sales environment, specifically intermediary services for banking and insurance categories
    • In-depth knowledge of Long Term insurance products
    • Familiarity with the bank's products, processes, and systems

    Your Technical Competencies

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

    About the Opportunity

    This is a mid-senior level part-time role within Finance and Sales. If you have the skills and passion to drive business growth and create meaningful value for our clients and communities, we want to hear from you.

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