Financial Services Professional
5 days ago
Join our team of experienced financial professionals at Standard Bank of South Africa Limited as a Financial Services Professional - Estate Planning. As a key member of our team, you will be responsible for providing expert financial planning advice to clients, focusing on estate planning and wealth management.
About the Role- Provide comprehensive financial planning services to private and business banking clients
- Conduct thorough analysis of client financial situations and develop customized financial plans
- Work closely with other teams to ensure seamless delivery of financial services
We are looking for an individual who is highly motivated, results-driven, and possesses excellent communication and interpersonal skills. You should also have a strong understanding of financial markets and products.
Requirements- NQF level 7 qualification (Advanced Diploma or Degree) in a relevant field
- At least 3-5 years' experience in a sales environment, preferably in banking and insurance
- Familiarity with long-term insurance products and the bank's processes and systems
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Financial Services Professional
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Financial Services Agent
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Professional Financial Assistant
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Financial Services Sales Representative
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Manager of Financial Operations
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Senior Financial Operations Manager
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Financial Services Professional
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Senior Financial Manager
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Corporate Financial Support
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Financial Operations Specialist
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Financial Services Professional
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Financial Services Professional
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Strategic Financial Partner
20 hours ago
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Financial Insights Manager
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Insurance Sales Professional
7 days ago
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Executive Financial Director
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Financial Services Professional
3 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeAbout the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Standard Bank Group. As an Executive Financial Planner, you will play a critical role in providing financial and estate planning advice to our Private and Business Banking clients.Key Responsibilities:Provide expert financial and estate planning advice to...
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Financial Analyst
7 days ago
Johannesburg, Gauteng, South Africa Top Talent Professional Services Full time**Job Description**The successful candidate will be responsible for conducting in-depth analyses of financial statements, developing and maintaining financial models, and monitoring industry trends and competitive landscapes.Key Skills:Strong financial analytical capabilities and problem-solving skills.A solid grasp of financial and corporate finance...
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Financial Services Professional
19 hours ago
Johannesburg, Gauteng, South Africa FNZ Group Full timeThe FNZ Group is a leading provider of outsourcing and technology services to the retail investment market.We are seeking a Financial Services Professional to join our PSM Finance team.Key responsibilities include:Performance of daily and monthly PSM tasks within required quality and SLA standards.Maintenance of UMP pricing models.Management and analysis of...