Executive Financial Planner

6 days ago


Sandton, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. 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' 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 Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or #J-18808-Ljbffr


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