Senior Financial Strategist

1 week ago


Johannesburg, Gauteng, South Africa Standard Bank Group Full time

As a Senior Financial Strategist with the Standard Bank Group, you will play a pivotal role in growing our financial planning business by providing tailored solutions to Private & Business Banking clients. Your expertise will span estate planning, risk management, business assurance, and local and offshore investments.

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.
  • Understanding of Long Term insurance products
  • Familiarity with the banks' products, processes, and systems
  • No Supervision required
Key Skills and Qualities
  • Negotiation skills
  • Data interpretation and analysis
  • Procedure implementation and adherence
  • Regulatory compliance knowledge
  • Professional presentation and communication
  • Strong technical knowledge of Financial Planning principles


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