Regional Manager, Financial Planning

Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Greater Bay
Job Type: Full-time
Job Ref ID: 80339384A-0001
Date Posted: 11/15/2024

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 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).

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

Experience:
5 to 8 years managing a team of Financial Planners/Wealth Planners

Additional Information
Behavioural Competencies:
Negotiating
Accurately interpreting data
Implementing procedure
Understanding regulations
Technical Competencies:
Computer literate
Understanding appropriate verbal communication
Telephone etiquette

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 on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za