Banking and Insurance Expert

4 days ago


Sandton, South Africa Standard Bank of South Africa Limited Full time
About Us

Standard Bank of South Africa Limited is committed to delivering exceptional service, fostering long-term relationships with clients, and driving business growth through innovation and expertise.

Role Overview

The Executive Financial Planner will play a pivotal role in providing expert financial guidance to clients, ensuring their complex needs are met through tailored solutions.

Key Responsibilities
  1. Analyze clients' financial situations, identifying areas for improvement.
  2. Design and present personalized financial plans, considering risk management and wealth accumulation strategies.
  3. Collaborate with internal stakeholders to ensure seamless delivery of services.
Requirements
  • NQF level 7 qualification (Advanced Diploma or Degree) or equivalent experience.
  • Proven track record in sales environment, specifically intermediary services for banking and insurance categories.
  • Excellent communication and interpersonal skills, with ability to build trust with clients.


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