Executive Financial Planner

Recruiter:

TalentCru

Job Ref:

TCN00889

Date posted:

Friday, May 6, 2022

Location:

, South Africa

Salary:

Negotiable

JOB SUMMARY:
Synopsis:

One of the major banking institution is seeking an Executive Financial Planner to grow your financial planning business within one of Africa's leading institutions and to provide holistic financial planning solutions to Private Banking and Business Banking clients.Â The Executive Financial Planner will be responsible to tailor make t...

JOB DESCRIPTION:

Synopsis:

One of the major banking institution is seeking an Executive Financial Planner to grow your financial planning business within one of Africa's leading institutions and to provide holistic financial planning solutions to Private Banking and Business Banking clients.Â The Executive Financial Planner will be responsible to tailor make these solutions in order to solve clients' individual financial needs

Â

Job Description:

Key Responsibilities and Accountabilities are but not limited to:

Financial and Estate Planning Advice and Financial Solutions
Relationships with Internal Network
Relationships with New and Existing Clients
Provide a Service to Customers
People Management

Qualification and Experience:

Diploma Finance and Accounting
Qualification aligned with the Financial Sector Conduct Authority requirements
FAIS Fit and proper requirements

Preferred Qualification

Bachelor of Commerce Finance, Legal degree
Certified Financial Planner, Wealth management certificate

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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