Executive Financial Planner

Job Overview Business Segment: Personal & Private Banking Location: ZA, WC, Western Cape, Cape Town Job Type: Full-time Job Ref ID: 80380795A-0001 Date Posted: 4/17/2025 Job Description 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 Minimum Qualification NQF level 7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representative 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 No Supervision required Additional Information Behavioural Competencies: Articulating Information Convincing People Developing Expertise Documenting Facts Establishing Rapport Examining Information Following Procedures Interacting with People Interpreting Data Taking Action Understanding People Upholding Standards Technical Competencies: Financial Acumen Financial Analysis Financial Industry Regulatory Framework Financial Planning Interpreting Financial Statements Legal Compliance Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za

Information :

• Company : Standard Bank
• Position : Executive Financial Planner
• Location : Western Cape, Western Cape
• Country : ZA