To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions.
Key Responsibilities / Accountabilities :
Financial & Estate Planning Advise and Financial Solutions
Building relationships with new and existing clients, private bankers & internal stakeholders
Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments
NQF level 6 aligned to FAIS requirements
Preferred Qualification :
BCom Finance or Legal Degree, NQF Level 7
Post Graduate Diploma in Financial Planning or CFP
Experience Required :
3 years’ experience as a Financial Planner or Financial Advisor
Strong ability to develop and manage relationships with clients and partners.
Committed individual with a desire to succeed and progress professionally.
Financial Planners not to be under supervision