- Job Type Full Time
- Qualification Bachelors
- Experience 3 – 5 years
- Location Eastern Cape
- City East London
- Job Field Banking  , Sales / Marketing / Retail / Business Development 
Executive, Financial Planner – East London at Standard Bank Group
Executive, Financial Planner – East London
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.
Qualifications
Minimum Qualification
- NQF level 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
Additional Information
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Method of Application
Interested and qualified? Go to Standard Bank Group on www.standardbank.com to apply
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