Executive Financial Planner (Rosebank)

Business Segment: Personal & Private Banking
Location: ZA, Gauteng, Johannesburg, 30 Baker Street
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, businessassuranceand both local and offshore investments.
Qualifications
NQF level 5 Certificate120 credits or Qualification aligned with FAIS and FSCA requirementsRE 5: RepresentativesExperience 3-5years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance productsUnderstand the banks products, processes and systemsNo Supervision required Additional Information NegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulations
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