Executive Financial Planner
3 days ago
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
- 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
- Understanding of Long Term insurance products
- Understanding of the bank's products, processes, and systems
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