Thursday , April 18 2024

Standard Bank Jobs – Executive Financial Planner

Website Standard Bank

Job Description:

To provide holistic financial planning solutions to Private Banking and Business Banking clients of Standard Bank.

Job Responsibilities:

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

Qualification & Experience:

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

Job Details:

Company: Standard Bank

Vacancy Type:  Full Time

Job Location: Kimberley, Northern Cape, SA

Application Deadline: N/A

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