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Personal Banking Consultant

1 week ago

Centurion, Gauteng, South Africa Standard Bank of South Africa Limited Full time

Role Overview

We are looking for an experienced Executive Financial Planner to join our team at the Standard Bank of South Africa Limited.

About You

To succeed in this role, you must have a strong background in financial services, including:

  • Experience in sales environment, specifically intermediary services for banking and insurance categories
  • Understanding of Long Term insurance products
  • Understanding of the bank's products, processes, and systems

Responsibilities

Your key responsibilities will include:

  • Providing comprehensive financial planning advice to clients
  • Developing and implementing tailored financial plans
  • Managing client relationships and identifying new business opportunities

Requirements

To succeed in this role, you must have:

  • NQF level 7 qualification (Advanced Diploma or Degree)
  • 120 credits or qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

Our Values

We value innovation, teamwork, and customer focus.