Executive Financial Planner (Western Cape)
Standard Bank
Tygerberg
5d ago

Job Details

SBFC Relationship Banking

Job Purpose

We're hiring entrepreneurs!

Grow your financial planning business within one of South Africa's leading institutions as the dynamic, selfstarter you are.

Apply to be one of our next Standard Bank Financial Planners today.

ItCanBe Your Time

Key Responsibilities / Accountabilities

Financial and estate planning advice and financial solutions

Relationships with internal network

Relationships with new and / or existing clients

Provide a service to customers

People management

Preferred Qualification and Experience

Diploma in Finance and Accounting

Preference for B. Comm Finance / Legal degree

NQF6

Certified Financial Planner / Wealth management certificate

RE 5 Qualification

Minimum required qualification and experience in terms of FAIS fit and proper requirements

At least 5 years financial planning industry related experience

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