Overview
Executive Financial Planner Jobs in Johannesburg, South Africa at Stanbic Bank Tanzania
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Title: Executive Financial Planner
Company: Stanbic Bank Tanzania
Location: Johannesburg, South Africa
Category: Finance & Banking (Financial Analyst, Financial Services, Financial Sales, Corporate Finance)
