Executive Financial Planner at Standard Bank Group

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


Type of Qualification: Diploma
Field of Study: Banking
Type of Qualification: First Degree
Field of Study: Business Commerce


Experience Required

Client Coverage


Consumer & High Net Worth
5-7 years
Experience in all the product categories in terms of FAIS for SBFC including Business Assurance.


Additional Information

Behavioural Competencies:


Articulating Information
Convincing People
Developing Expertise
Documenting Facts
Establishing Rapport
Examining Information
Exploring Possibilities
Following Procedures
Interacting with People
Interpreting Data
Making Decisions
Managing Tasks
Producing Output
Providing Insights
Seizing Opportunities
Showing Composure
Taking Action
Thinking Positively
Understanding People
Upholding Standards


Technical Competencies:


Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance