Financial Planning Specialist
Há 16 horas
Job Title: Financial Planning Specialist
">To drive business growth in the financial planning sector, we are seeking a skilled Financial Planning Specialist to join our team. This role involves providing tailored solutions to clients, encompassing estate planning, risk management, and investment strategies.
">Key Responsibilities:
">- ">
Develop and implement holistic financial plans for Private & Business Banking clients.
">">Maintain a deep understanding of the bank's products, processes, and systems to provide exceptional client service.
">">Cultivate strong relationships with clients to deliver value-added services and meet their evolving needs.
">">Collaborate with cross-functional teams to stay informed about market trends, regulatory requirements, and new product offerings.
">">
Requirements:
">- ">
NQF level 7 qualification (Advanced Diploma or Degree) in a relevant field such as finance, economics, or business.
">">120 credits or a qualification aligned with FAIS and FSCA requirements.
">">RE 5: Representatives certification.
">">3-5 years of experience in sales environments, specifically intermediary services for banking and insurance categories.
">">Understanding of Long Term insurance products.
">">Excellent communication and interpersonal skills.
">">
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