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Personal Banking Specialist

1 week ago

Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

At Standard Bank of South Africa Limited, we're committed to providing exceptional financial services to our clients. As a Financial Planner, you will be responsible for developing and implementing financial plans that meet the unique needs of our clients.

About the Position:
  • Develop and execute financial plans that cater to the diverse needs of our clients.
  • Build and maintain strong relationships with internal stakeholders to ensure seamless collaboration.
  • Stay informed about market developments and regulatory changes to provide expert guidance to clients.

Qualifications and Experience:

  • NQF level 7 qualification (Advanced Diploma or Degree) with a focus on finance or a related field.
  • 120 credits or qualification aligned with FAIS and FSCA requirements.
  • RE 5: Representatives certification.
  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.

Essential Skills:

  • Excellent negotiation and communication skills.
  • Strong data analysis and interpretation abilities.
  • Ability to implement procedures and adhere to regulations.