Private Banking Advisor

2 days ago


Johannesburg, Gauteng, South Africa Standard Bank Group Full time
About the Position

This is an exciting opportunity to join our team as an Executive Financial Planner. In this role, you will have the chance to work with a talented team of professionals who are passionate about delivering exceptional service to our clients.

Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and objectives
  • Conduct financial needs assessments and develop tailored financial plans
  • Implement strategies to achieve client financial goals and objectives

Requirements:

  • NQF level 7 Qualification (Advanced Diploma OR Degree) with 120 credits or qualification aligned with FAIS and FSCA requirements
  • 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories
  • Strong understanding of financial industry regulatory frameworks and legal compliance
Benefits

We offer a competitive salary package, excellent benefits, and opportunities for career advancement. If you are a motivated and experienced professional looking for a new challenge, please apply today


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