Position Summary:
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions.
Key Responsibilities:
- Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments
- Building relationships with new and existing clients, private bankers & internal stakeholders
- Financial & Estate Planning Advise and Financial Solutions
Required Education & Experience:
- Post Graduate Diploma in Financial Planning or CFP
- Committed individual with a desire to succeed and progress professionally.
- 3 years’ experience as a Financial Planner or Financial Advisor
- NQF level 6 aligned to FAIS requirements
- BCom Finance or Legal Degree, NQF Level 7
- Strong ability to develop and manage relationships with clients and partners.