Executive Financial Planner - Bloemfontein - Standard Bank of South Africa Limited

    Standard Bank of South Africa Limited
    Standard Bank of South Africa Limited Bloemfontein

    1 week ago

    Standard Bank Of South Africa Limited background
    Accounting / Finance
    Description

    Business Segment: Personal & Private Banking

    To provide financial and estate planning advice to clients, solving complex financial needs through Private and Business Banking services.

    Key Responsibilities

    • Provide tailored advice on financial and estate planning for Private Banking Signature, Premium, Growth, and Commercial Banking clients.

    Qualifications

    • 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' sales experience in intermediary services for banking and insurance categories.
    • Understand long-term insurance products.
    • Familiarity with the bank's products, processes, and systems.

    We comply with local laws and regulations in our recruitment process. Never pay money or submit payment as part of our recruitment. If you experience this, contact our Fraud line.

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