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.  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.  The Executive Financial Planner will be responsible to tailor make these solutions in order to solve clients' individual financial needs

 

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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