Executive Financial Planner

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:

Technical Competencies:<...