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Executive Financial Planner
Standard Bank Group
Posted 4 months agoWestern Cape , South Africa
Location
Western Cape , South Africa
Job Type
Full-time
Experience
Mid-Level
Category
Banking & Finance
Job Description
To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.
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Requirements
- Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Following Procedures
- Interacting with People
- Interpreting Data
- Making Decisions
- Managing Tasks
- Producing Output
- Providing Insights
- Seizing Opportunities
- Showing Composure
- Taking Action
- Thinking Positively
- Understanding People
- Upholding Standards
- Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Responsibilities
- Minimum Qualification
- NQF level 6-7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
- 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
