Jobsrican
Website Standard Bank
Job Responsibilities:
- Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments
- Building relationships with private bankers and other internal stakeholders
- Provide service to the customers
- Provide tailor made solutions for clients individual financial needs
- Building relationships with new and existing clients
- To build and grow your financial planning business within one of Africa’s leading banking institutions.
- Provide holistic financial planning solutions to private banking and business banking clients
Job Requirements:
- Post Graduate Diploma in Financial Planning or CFP
- Wealth Management Diploma, NQF level 6
- NQF level 5 – Wealth Management Certificate, 120 credits or Qualification aligned with FAIS requirements
- Regulatory Examination 5 Certificate : Representative (RE5)
- 3 years’ experience as a Financial Planner or Financial Advisor
- Most recent experience must be Non-Supervised (Non-negotiable)
- Experience working with Long term insurance
- B.Com Finance or Legal Degree, NQF Level 7
Job Details:
Company: Standard Bank
Vacancy Type: Full Time
Job Location: Cape Town, Western Cape, SA
Application Deadline: N/A
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