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Strategic Financial Solutions Expert

1 week ago

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

At Standard Bank of South Africa Limited, we are seeking a highly skilled Executive Financial Planner to join our team.

This role will involve providing expert financial advice to high net worth individuals, focusing on complex financial planning and wealth management strategies.

The ideal candidate will possess a strong understanding of banking and insurance products, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Analyze client financial data to identify opportunities for growth and savings
  • Provide ongoing support and guidance to clients throughout the financial planning process

Requirements:

  • NQF level 7 qualification (Advanced Diploma or Degree) in a relevant field
  • 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

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment