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

    Standard Bank of South Africa Limited
    Standard Bank Of South Africa Limited background
    Accounting / Finance
    Description

    **Business Segment:** Personal & Private Banking

    Located in Gauteng, Johannesburg, we serve clients across the region.

    We provide expert financial and estate planning advice to cater to the complex needs of our Private and Business Banking Clients, including those in Private Banking Signature, Premium, Growth, and Commercial Banking segments.

    Requirements

    • NQF Level 7 qualification, such as an Advanced Diploma or Degree, with a minimum of 120 credits aligned with FAIS and FSCA requirements.
    • Registration as a Representative (RE5) is mandatory.

    Experience

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

    By joining our team, you will have the opportunity to leverage your expertise and make a meaningful impact in the lives of our clients.



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