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Executive Financial Planner

Standard Bank of South Africa Limited

compensation, kwazulu natal, South-Africa Full-time June 23, 2026
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Opportunity Description

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

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

  • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualification aligned with FAIS and FSCA requirements
  • RE 5: Representatives

Experience

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

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Full-time Corporate Finance & Strategic Planning

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