TRAFFIC
Gauteng
Planner, Financial, Executive
Standard Bank of South Africa Limited
Job Description
Business Segment: Personal & Private Banking
Company: Standard Bank of South Africa
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- NQF level 6-7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
- 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
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.