flag iconGo back
 Standard Bank Group company logo

Executive Financial Planner Standard Bank Group

Western CapeSouth Africa
a month0 Applicants
eye icon1
circular warning alertOops! It seems this job from Standard Bank Group has expired

job description - Executive Financial Planner

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

Qualifications

Minimum Qualification

  • NQF level 5 Certificate
  • 120 credits or Qualification aligned with FAIS and FSCA  requirements
  • RE 5: Representatives

Experience

  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Understand Long Term insurance products
  • Understand the banks products, processes and systems
  • No Supervision required

Additional Information

Behavioural Competencies

  • Negotiating
  • Accurately interpreting data
  • Implementing procedure
  • Understanding regulations

Technical Competencies

  • Computer literate
  • Understanding appropriate verbal communication
  • Telephone etiquette  
flag iconReport
About the company
Follow

Standard Group is the largest financial institution by assets, offering a full range of that offers banking and financial services to individuals, businesses, institutions, and corporations.

Recommended for you