
Executive Financial Planner
3 semanas atrás
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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