Overview

Planner, Financial, Executive Jobs in Cape Town, South Africa at Standard Bank Group

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

T

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 the banks products, processes and systems

    • Additional Information

    Behavioural

    Competencies:

    Technical

    Competencies:

  • Financial Analysis
  • Legal Compliance

    • Careers

    Are you passionate about Africa’s potential? Are you driven to win? At Standard Bank Group, a team of over 50 000 dedicated individuals share one common purpose:
    Africa is our home, we drive her growth. We believe our people are our greatest asset, and we strive to create a thriving environment where you can bring your whole self to work, pursue your dreams, and see your ideas shape a brighter future for Africa. Join us, if you’re ready to turn your passion into impact and make a real difference as part of a dynamic team.

    Title: Planner, Financial, Executive

    Company: Standard Bank Group

    Location: Cape Town, South Africa

    Category:

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