Estate Planning Advisor

5 days ago


Johannesburg, Gauteng, South Africa Standard Bank Group Full time
Estate Planning Career
The Standard Bank Group is seeking an Estate Planning Advisor to join our team. As a key member of our financial planning department, you will be responsible for delivering comprehensive estate planning solutions to Private & Business Banking clients. Your expertise in estate planning, risk planning, business assurance, and local and offshore investments will be vital in helping us achieve our goals.

Responsibilities:
  • Develop and implement customized estate plans for clients.
  • Collaborate with cross-functional teams to ensure effective service delivery.
  • Stay updated on industry trends and regulations.

Requirements
To excel in this position, you should possess:
  • NQF level 7 qualification (Advanced Diploma or Degree).
  • 120 credits or qualification aligned with FAIS and FSCA requirements.
  • RE 5: Representatives.

Key Skills and Experience
Ideal candidates will have:
  • 3-5 years' experience in sales environment, specifically intermediary services for banking and insurance categories.
  • Strong understanding of Long Term insurance products.
  • Knowledge of banks' products, processes, and systems.


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