Executive Financial Planner, East London
Executive Financial Planner, East London
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East London, South Africa
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Posted: less than a week ago
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Description
Business Segment: Personal&Private Banking
Company: Standard Bank of South Africa
Location: ZA, undefined, East Londong , Eastern Cape
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
#J-18808-Ljbffr
Company: Standard Bank of South Africa
Location: ZA, undefined, East Londong , Eastern Cape
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
#J-18808-Ljbffr
Highlights
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Company nameStandard Bank of South Africa Limited
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Job positionExecutive Financial Planner
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Executive Financial Planner has been posted in the East London Accounting, Financing & Banking category on Locanto.
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