Planner Financial
Standard Bank GroupSwellendam, Western Cape, South Africa1 day ago
Job description3-5 years experience in a sales environment specifically intermediary services for banking and insurance categories. Understand Long Term insurance products Understand the banks products processes and systems No Supervision required 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
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 :
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
Additional Information :
Behavioural Competencies :
Technical Competencies :
Remote Work : No
Employment Type : Part-time
Key Skills
Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills
Experience : years
Vacancy : 1
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Financial Planner • Swellendam, Western Cape, South Africa
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