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Career Opportunities in Wealth Management
1 week ago
Company Overview: As a leading bank in South Africa, we are committed to delivering innovative financial solutions that meet the evolving needs of our customers.
Job Description: We are seeking a skilled Financial Planner to join our team and contribute to the growth of our wealth management business.
The ideal candidate will possess excellent communication skills, a strong understanding of financial markets, and the ability to develop tailored plans that meet the unique needs of our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for Private & Business Banking clients
- Analyze client data to identify opportunities for growth and optimization
- Collaborate with internal stakeholders to ensure seamless delivery of services
- Maintain up-to-date knowledge of relevant legislation and regulatory requirements
- NQF level 7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
We offer a competitive remuneration package, including a base salary and performance-related bonuses.