Workatele

Executive Financial Planner at Standard Bank, Cape Town, South Africa

Standard Bank

Executive Financial Planner at Standard Bank, Cape Town, South Africa

Standard Bank

Full time Job

Date Posted: April 17, 2025

Application deadline:

Expired on: April 23, 2025 5:00pm

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Job description

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

Qualifications

Minimum Qualification

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

Experience

  • 3-5 years’ experience in a sales environment, specifically intermediary services for banking and insurance categories.
  • Understand Long Term insurance products
  • Understand the banks products, processes and systems
  • No Supervision required
Additional Information

Behavioural Competencies:

  • Articulating Information
  • Convincing People
  • Developing Expertise
  • Documenting Facts
  • Establishing Rapport
  • Examining Information
  • Following Procedures
  • Interacting with People
  • Interpreting Data
  • Taking Action
  • Understanding People
  • Upholding Standards

Technical Competencies:

  • Financial Acumen
  • Financial Analysis
  • Financial Industry Regulatory Framework
  • Financial Planning
  • Interpreting Financial Statements
  • Legal Compliance

Application deadline:

Expired on: April 23, 2025

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