Financial Planning Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa Stanbic Bank Tanzania Full time

At Stanbic Bank Tanzania, we are seeking a highly skilled Financial Planning Specialist to join our team of experts in providing exceptional financial planning services to our Private and Business Banking Clients.

This role involves delivering tailored financial solutions to meet the complex needs of our clients, drawing on your expertise in financial analysis, regulation, and planning.

You will work closely with our clients to understand their financial objectives and develop comprehensive plans to achieve them. This may involve recommending investment strategies, managing risk, and ensuring compliance with relevant regulations.

To succeed in this role, you will require:

  • A minimum NQF level 7 qualification (Advanced Diploma or Degree) with a strong focus on finance and economics;
  • At least 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories;
  • Detailed knowledge of long-term insurance products and the bank's offerings;
  • No supervision required as you will be working independently to deliver results.

We offer a competitive salary package, which includes benefits such as career development opportunities, flexible working arrangements, and access to state-of-the-art technology.

In addition to a fulfilling career, we provide a range of benefits to support your personal well-being and professional growth. These include: education assistance, medical aid contributions, and travel opportunities within Africa.



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