Executive Financial Planner

Executive Financial Planner
Company:

Standard Bank


Executive Financial Planner

Details of the offer

Standard Bank is the largest bank in Africa and our highly visible brand, award-winning service, and strong global presence helps us maintain our market-leading position. We place huge value on the talent of our people to drive our continued success, and to support our plans for growth. We now need a talented and resourceful individual to help us fulfill our business objectives and build customer loyalty.
Job Purpose
To sell financial investment and insurance broking products and services to clients, either directly or through intermediaries in the Group network.
Key Responsibilities/Accountabilities
Prospect for new business opportunities in the market and explore business expansion opportunities with existing quality clients.
Analyse and assess client’s current and future needs.
Apply product and service knowledge to meet market needs.
This includes providing financial planning advice to clients, as well as the packaging/ structuring and tailoring of product and service offerings to close and secure profitable business in a carefully segmented market.
Preferred Qualification and Experience

120 FAIS Credits (non negotiable)
RE 5 Qualification (non negotiable)
At least 5 years financial planning industry related experience
CFP would be preferable
Must not be under any supervision (non negotiable)
NQF5 (working towards NQF6)

Knowledge/Technical Skills/Expertise

120 FAIS Credits
RE 5
At least 5 years industry related experience and knowledge
CFP would be preferable
Must not be under any supervision

Professional Qualification Required
5


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