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Financial Planner
Standard Bank of South Africa LimitedJohannesburg, Gauteng, South Africa30+ days ago
Job description3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Understanding of Long Term insurance products Understanding of the bank's products, processes, and systems No supervision required Negotiating Accurately interpreting data Implementing procedures Understanding regulations
Business Segment : Personal & Private Banking
Location : ZA, Johannesburg, West Rand
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions, as well as provide solutions with respect to estate planning, risk planning, business assurance, and both local and offshore investments.
Qualifications
- NQF level 5 Certificate
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5 : Representatives
Experience
Additional Information
Please note : All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
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Financial Planner • Johannesburg, Gauteng, South Africa
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