Financial Planner

7 days ago

Kimberley, Canada Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking

Location: ZA, undefined, Northern Cape, Kimberley

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 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 bank's products, processes and systems
- No supervision required

Additional Information

- Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations

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