Adcorp Blu Vacancies Durban – Executive Financial Planner

Website BLU by Adcorp

Job Description:

One of the major banking institution is seeking an Executive Financial Planner to grow your financial planning business within one of Africa’s leading institutions and to provide holistic financial planning solutions to Private Banking and Business Banking clients.  The Executive Financial Planner will be responsible to tailor make these solutions in order to solve clients’ individual financial needs

Job Responsibilities:

  • Relationships with New and Existing Clients
  • Financial and Estate Planning Advice and Financial Solutions
  • Provide a Service to Customers
  • People Management
  • Relationships with Internal Network

Qualification & Experience:

  • FAIS Fit and proper requirements
  • Qualification aligned with the Financial Sector Conduct Authority requirements
  • Certified Financial Planner, Wealth management certificate
  • Bachelor of Commerce Finance, Legal degree
  • Diploma Finance and Accounting

Job Details:

Company: BLU by Adcorp

Vacancy Type:  Full Time

Job Location: Durban, KwaZulu Natal, SA

Application Deadline: N/A

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