Standard Bank Group
Banking
ExecutiveFinancialPlanner
Neural analysis suggests this role is
optimal for mid candidates.
“Executive Financial Planner at Standard Bank Group. Skills: Financial Planning, Client Coverage. Provide financial advice. Provide estate planning advice”
Industry & Context.
Examining Information
What They're Looking For.
Must Have
5-7 years client coverage, 5-7 years FAIS product categories, 5-7 years Business Assurance experience
Nice to Have
First Degree in Business Commerce
What You'll Do.
Provide financial advice
Provide estate planning advice
Solve complex financial needs
How You'll Work.
Communication Scope
Articulating Information; Convincing People
Full Job Description
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 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: * Articulating Information * Convincing People * Developing Expertise * Documenting Facts * Establishing Rapport * Examining Information * Technical Competencies: * Financial Acumen * Financial Analysis * Financial Industry Regulatory Framework * Financial Planning * Interpreting Financial Statements * Legal Compliance
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