Financial Planner - Polokwane - Standard Bank of South Africa Limited

Standard Bank of South Africa Limited Polokwane

1 week ago

Standard Bank Of South Africa Limited background

Accounting / Finance

Description

Business Segment: Personal & Private Banking

We are seeking a dynamic professional to grow their financial planning business within Standard Bank of South Africa Limited. The successful candidate will provide holistic planning solutions to Private & Business Banking clients, tailor-made to their needs. This includes estate planning, risk management, business assurance, and local and offshore investments.

Key Qualifications

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

Essential Experience

3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories
In-depth understanding of Long Term insurance products
Familiarity with the bank's products, processes, and systems
No supervision required

Additional Skills

Negotiation skills
Able to accurately interpret data
Implementation of procedures
Understanding of relevant regulations

Please note that all our recruitment processes comply with applicable local laws and regulations. We do not request payment as part of our recruitment process.

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