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.
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.
Goal Based Financial Planning
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)
Must have practical experience in implementing Business Assurance solutions
Knowledge / Technical Skills / Expertise
Good understanding of the Financial Planning Industry
Financial Product Knowledge
Strong sales experience
Knowledge and application of Goal Based Financial Planning
Broad knowledge of financial instruments and markets
Professional Qualification Required