Senior Financial Solutions Specialist

5 days ago


Polokwane, Limpopo, South Africa Standard Bank Group Full time

We are seeking a highly skilled and experienced Senior Financial Solutions Specialist to join our team at Standard Bank Group.

About the Role

This is an exciting opportunity to grow your financial planning business within our organization by providing holistic solutions to clients through tailor-made plans.

As a Senior Financial Solutions Specialist, you will be responsible for developing and implementing financial strategies that cater to the needs of our Private and Business Banking clients.

Your primary focus will be on providing expert advice on estate planning, risk management, business assurance, and local and offshore investments.

Key Responsibilities
  • To develop and maintain strong relationships with clients, understanding their financial goals and creating customized plans to meet their needs.
  • To stay up-to-date with market trends, products, and regulations, ensuring that our clients receive the best possible solutions.
  • To work closely with cross-functional teams to ensure seamless execution of financial plans.
Requirements

To be successful in this role, you will need:

  • A minimum qualification of NQF level 5 Certificate or equivalent, with a strong understanding of FAIS and FSCA requirements.
  • At least 3-5 years of experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Excellent knowledge of long-term insurance products and bank processes.
What We Offer

In return for your expertise and dedication, we offer a competitive salary range of R800,000 - R1,200,000 per annum, depending on your qualifications and experience.

You will also have access to ongoing training and development opportunities to enhance your skills and knowledge.

We are committed to creating a supportive and inclusive work environment, where you can thrive and grow your career.



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