80401416 – Planner, Financial, Executive

Website Standard Bank

80401416 – Planner, Financial, Executive


Business Segment: Consumer & High Net Worth Clients
Location: ZA, EC, Eastern Cape, Port Elizabeth
Job Type: Full-time
Job ID: 80401416_80090529
Date Posted: 9/16/2022




To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.


Minimum Qualification

  • NQF level 5 Certificate
  • 120 credits or Qualification aligned with FAIS and FSCA  requirements
  • RE 5: Representatives


  • 1 – 2 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

Behavioural Competencies

  • Negotiating
  • Accurately interpreting data
  • Implementing procedure
  • Understanding regulations

Technical Competencies

  • Computer literate
  • Understanding appropriate verbal communication
  • Telephone etiquette

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