Executive Financial Planner

3 semanas atrás


Natal, Brasil Standard Bank of South Africa Limited Tempo inteiro

Business Segment: Personal & Private Banking

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

Qualifications

  • 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.
  • Understanding of Long Term insurance products
  • Knowledge of the bank's products, processes, and systems
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