Planner, Financial, Executive
Standard Bank GroupWorkFromHome, Free State, South Africa30+ days ago
Job descriptionNational Diploma (NQF Level 6) or higher in Finance Financial Planning or a related field A minimum of 120 FAIS-recognised credits in line with FSCA regulatory requirements Regulatory Examination Level 5 (RE5) essential Articulating Information Convincing People Developing Expertise Documenting Facts Establishing Rapport Examining Information Exploring Possibilities Following Procedures Interacting with People Interpreting Data Making Decisions Managing Tasks Producing Output Providing Insights Seizing Opportunities Showing Composure Taking Action Thinking Positively Understanding People Upholding Standards Financial Acumen Financial Analysis Financial Industry Regulatory Framework Financial Planning Interpreting Financial Statements Legal Compliance Estate Law Trusts Wealth Management Financial Services Financial Concepts Microsoft Outlook Microsoft Powerpoint Securities Law Financial Analysis Budgeting Financial Planning Wills
Overview
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.
Key Responsibilities
- Provide holistic financial planning to affluent clients addressing investment retirement risk and estate planning needs.
- Build trusted client relationships and work collaboratively with internal specialists and bankers to deliver integrated advice.
- Ensure all advisory activity is compliant with regulatory standards governance requirements and best practice frameworks.
Qualifications
Additional Information
Behavioural Competencies
Technical Competencies
Remote Work : Employment Type
Part-time
Key Skills
Experience : years
Vacancy : 1
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Planner • WorkFromHome, Free State, South Africa