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Personal Finance Advisor

1 week ago

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

We are recruiting a Financial Planner to enhance our expertise in Personal & Private Banking at Standard Bank.

Role Overview

The ideal candidate will possess a solid understanding of financial planning concepts and be able to develop tailored solutions for clients.

Responsibilities
  • Deliver comprehensive financial planning services to clients.
  • Collaborate with internal teams to achieve business objectives.
  • Continuously update knowledge on market trends and regulatory requirements.
Requirements
  • NQF level 7 Qualification (Advanced Diploma OR Degree) in finance or related field.
  • Minimum 3-5 years of sales experience in intermediary services.
  • RE 5: Representatives qualification for insurance products.

This role offers a challenging and rewarding work environment with opportunities for personal and professional growth.