Financial Management Consultant

6 days ago


Polokwane, Limpopo, South Africa Standard Bank of South Africa Limited Full time

At Standard Bank, we seek a Financial Planner to grow our Private & Business Banking division by delivering tailored financial solutions to clients.

Qualifications
  • NQF level 7 Qualification (Advanced Diploma OR Degree) aligned with FAIS and FSCA requirements.
  • 120 credits in finance or related field.
  • RE 5: Representatives qualification for insurance products.
Experience
  • Minimum 3-5 years of sales experience in intermediary services, specifically banking and insurance categories.
  • Strong understanding of long-term insurance products and bank processes.
  • No supervision required for independent work.
Key Skills
  • Negotiation and data interpretation skills.
  • Implementation of procedures and adherence to regulations.

Please note that all our recruitment processes comply with local laws and regulations. We do not request payment as part of our process. If you experience any suspicious activity, please report it to the relevant authorities.



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