Executive Financial Planner

Standard Bank Group · Ugu District Municipality, KwaZulu-Natal, South Africa

Location

Ugu District Municipality

Job Type

Part-time

Posted

June 26, 2026

Job Description

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
Minimum Qualification
NQF level 6-7 Qualification (Advanced Diploma OR Degree)
120 credits or Qualification aligned with FAIS and FSCA requirements
RE 5: Representatives
Experience
3-5 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
Additional Information
Behavioural Competencies:
Articulating Information
Convincing People
Developing Expertise
Documenting Facts
<...
        

Ready to Apply?

Submit your application for Executive Financial Planner at Standard Bank Group

Apply Now