Thursday , March 28 2024

Standard Bank Jobs Durban – Executive Financial Planner

  • Full Time
  • Durban

Website Standard Bank

Job Description:

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
Provide tailor-made solutions for clients individual and business financial needs

Job Responsibilities:

  • Provide service to the customers
  • Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments
  • Building relationships with new and existing clients
  • Building relationships with private bankers and other internal stakeholders

Job Requirements:

  • Long term insurance
  • 3 years experience as a Financial Planner or Financial
  • Advisor
  • Class Of Business Training Certificates
  • Be out-of-supervision
  • NQF level 5 – Wealth Management Certificate, 120 credits or Qualifications aligned with FAIS requirements
  • RE 5

Job Details:

Company: Standard Bank

Vacancy Type:  Full Time

Job Location: Durban

Application Deadline: N/A

Apply Here

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