Adcorp Blu Vacancies KwaZulu Natal – Executive Financial Planner

Job Description:

One of the major banking institution is seeking an Executive Financial Planner to grow your financial planning business within one of Africa’s leading institutions and to provide holistic financial planning solutions to Private Banking and Business Banking clients.  The Executive Financial Planner will be responsible to tailor make these solutions in order to solve clients’ individual financial needs

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Job Responsibilities:

• Relationships with New and Existing Clients
• People Management
• Relationships with Internal Network
• Provide a Service to Customers
• Financial and Estate Planning Advice and Financial Solutions

Job Requirements:

• Certified Financial Planner, Wealth management certificate
• FAIS Fit and proper requirements
• Qualification aligned with the Financial Sector Conduct Authority requirements
• Diploma Finance and Accounting
• Bachelor of Commerce Finance, Legal degree

Job Details:

Company: BLU by Adcorp

Vacancy Type: Full Time

Job Location: KwaZulu Natal, South Africa

Application Deadline: N/A

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Apply Here

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