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Executive Financial Planner, Cape Town

Executive Financial Planner, Cape Town
Description
Business Segment: Personal&Private Banking

Company: Standard Bank of South Africa

Location: ZA, undefined, Cape Town, Western Cape, Claremont

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.

Qualifications

NQF level 6-7 Qualification (Advanced Diploma OR Degree)

120 credits or Qualification aligned with FAIS and FSCA requirements

RE 5: Representatives

Experience

3-5years' experience in a sales environment, specifically intermediary services for banking and insurance categories.

Understand Long Term insurance products

Understand the banks products, processes and systems

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Highlights
  • Company name
    Standard Bank of South Africa Limited
  • Job position
    Executive Financial Planner
Safety Tips
Do not pay a ’prospective employer’ anything in order to secure a job.
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Executive Financial Planner has been posted in the Cape Town Accounting, Financing & Banking category on Locanto.

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