Regional Manager, Financial Planning

Company 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.

Job Description

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of the financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

Qualifications

Minimum Qualification

1. B.Comm Finance / Legal degree
2. Certified Financial Planner / Wealth management certificate
3. 120 credits or Qualification aligned with FAIS and FSCA requirements
4. RE 1 Certificate: Key Individual (Non-negotiable)

Experience

1. 5 to 8 years managing a team of Financial Planners/Wealth Planners

Additional Information

Behavioural Competencies

1. Negotiating
2. Accurately interpreting data
3. Implementing procedure
4. Understanding regulations

Technical Competencies

1. Computer literate
2. Understanding appropriate verbal communication
3. Telephone etiquette