Overview
Executive Financial Planner Jobs in Port Elizabeth, South Africa at The Chris Burger Petro Jackson Players’ Fund
Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa.
Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
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
Minimum Qualification
NQF level 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
No Supervision required
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance
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Title: Executive Financial Planner
Company: The Chris Burger Petro Jackson Players’ Fund
Location: Port Elizabeth, South Africa
Category: Finance & Banking (Financial Analyst, Banking & Finance, Corporate Finance, Financial Consultant)
