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Executive Financial Planner Standard Bank Group

Western CapeSouth Africa
a month0 Applicants
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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.


Minimum Qualification

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


  • 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  
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About the company

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.

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