Planner, Financial, Executive

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

To provide appropriate financial and estate planning advice to Personal, Prestige and Private Banking (Core) clients in order to offer appropriate financial solutions to solve for their financial needs.

Essential Qualifications:

• NQF level 5 Qualification in Financial Planning/Wealth Management
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Mandatory Experience:

• 2 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the banks products, processes and systems
• No Supervision required

The successful candidate must demonstrate:

• In-depth knowledge of financial and estate planning
• Proven track record in providing strategic advice 
• Exceptional analytical skills and attention to detail
• Strict adherence to regulatory compliance and ethical standards

Only candidates meeting all specified qualifications and experience requirements will be considered for this critical role within our organisation.

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