Executive Financial Planner

Business Segment: Personal & Private Banking

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

1. NQF level 7 Qualification (Advanced Diploma OR Degree) credits or Qualification aligned with FAIS and FSCA requirements
2. RE 5: Representatives

Experience

1. 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
2. Understand Long Term insurance products
3. Understand the bank's products, processes, and systems

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process.

If you experience this, please contact our Fraud line.