Senior Financial Planner — Private Banking

A leading African financial services group is seeking a Financial Advisor in Johannesburg to provide financial and estate planning advice to Private and Business Banking Clients. The ideal candidate should have 3-5 years of experience in a sales environment, particularly in banking and insurance, and a degree or advanced diploma qualification. This is a...

Company Description Envestpro, established in 1998, is a leading financial advisory intermediary affiliated with Liberty, a part of the Standard Bank Group. Serving over 38,000 clients and managing assets exceeding 12 billion rands, Envestpro provides comprehensive financial planning services. With offices across major South African cities, including...

Leader | Coach | Mentor | Business Consultant To provide appropriate financial and estate planning advice to Private and / or Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Seniority level Mid-Senior level Employment type Full-time Job function Finance...

Get AI-powered advice on this job and more exclusive features. Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals....

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and...

Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, West Rand Overview To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Private Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business...

Business Segment: Personal & Private Banking To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. Qualifications Minimum Qualifications Type of Qualification: First Degree (NQF7)Field of Study: Business...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Pretoria To grow, maintain and retain a portfolio of private banking customers in line with the segment value propositions, related initiatives and activities aimed at creating value for the client and the bank. Qualifications Type of Qualification: First Degree (NQF7) and...

Job Purpose To provide strategic leadership and guidance to teams by providing independent assurance of the control environment to the Nedbank Group Audit Committee and ensuring effective risk management practices are implemented across addition to lead and manage strategic and operational relationships with internal and external stakeholders to enhance the...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Eastgate 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...