Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa

Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa


Job Overview

Business Segment: Consumer & High Net Worth Clients

Location: ZA, GP, Pretoria, Tshwane Market

Job Type: Full-time

Job ID: 80401162_80293251

Date Posted: 10/6/2022

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 5 Certificate

  • 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

    Additional Information

    Behavioural Competencies

  • Negotiating

  • Accurately interpreting data

  • Implementing procedure

  • Understanding regulations

    Technical Competencies

  • Computer literate

  • Understanding appropriate verbal communication

  • Telephone etiquette

    How to Apply

    For more information and job application details, see: Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa

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