Financial Planner
4 weeks ago
As a Financial Planner - Wealth Creation Specialist at Nedbank, you will provide expert financial advice to clients to help them achieve their financial goals and create wealth.
Key Responsibilities- Analyse clients' financial situations to determine their financial objectives, risk tolerance, and other relevant information.
- Develop and implement bespoke financial plans to help clients achieve their financial goals.
- Assist clients in implementing their plans and carrying out financial transactions.
- Review and update clients' financial plans regularly to ensure they remain aligned with their changing needs and circumstances.
- Matric / Grade 12 / National Senior Certificate
- Diploma
Certificate: Financial Planning
Preferred CertificationsFAIS Qualification.
Technical / Professional Knowledge- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- Sales Disposition
- Building Trusting Relationships
- Energy
- Adaptability
- Continuous Learning
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