Financial Services Professional

5 days ago


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

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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