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Standard Bank of South Africa Limited
Executive Financial PlannerStandard Bank of South Africa Limited • Richards Bay, ZA
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Executive Financial Planner

Executive Financial Planner

Standard Bank of South Africa Limited • Richards Bay, ZA
9 days ago
Job description
Business Segment: Personal & Private Banking Company: Standard Bank of South Africa 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 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 Long Term insurance products Understand the banks products, processes and systems #J-18808-Ljbffr
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Executive Financial Planner • Richards Bay, ZA

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