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Executive Financial Planner, Shaka’s Rock

Executive Financial Planner, Shaka’s Rock
Description
Business Segment: Personal&Private Banking

Company: Standard Bank of South Africa

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

3-5 years' 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
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Executive Financial Planner has been posted in the Durban Accounting, Financing & Banking category on Locanto.

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