Executive Financial Planner (Part-Time)
Standard Bank Group · Hibiscus KZN
Job description
About the role
Standard Bank Group is looking for a part-time Executive Financial Planner to advise Private and Business Banking clients on financial and estate planning. The clients covered include Private Banking Signature, Premium, Growth and Commercial Banking accounts, and the role helps them solve their complex financial needs.
Required profile
- Diploma in Banking and/or first degree in Business Commerce
- 5-7 years of experience covering Consumer and High Net Worth clients
- Experience across all product categories under the FAIS framework for SBFC, including Business Assurance
Required skills
- Financial acumen and financial analysis
- Financial industry regulatory framework and legal compliance
- Financial planning and interpreting financial statements
- Behavioural competencies such as 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 and upholding standards
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Published 2 days ago
Expires 1 month from now
10 views · 0 interested
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Standard Bank Group
Hibiscus KZN