Executive Financial Planner
External
Standardbankgroup · Pietermaritzburg, South AfricaPrepare for this interview
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About the role
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. 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. Behavioural Competencies: Articulating Information Convincing People Developing Expertise Documenting Facts Establishing Rapport Examining Information Exploring Possibilities Following Procedures Interacting with People Interpreting Data Making Decisions Managing Tasks Producing Output Providing Insights Seizing Opportunities Showing Composure Taking Action Thinking Positively Understanding People Upholding Standards Technical Competencies: Financial Acumen Financial Analysis Financial Industry Regulatory Framework Financial Planning Interpreting Financial Statements Legal Compliance
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