Planner Financial Executive
Planner Financial Executive
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
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 :
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
57 years
Experience in all the product categories in terms of FAIS for SBFC including Business Assurance.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Following Procedures
- Interacting with People
- Interpreting Data
- Taking Action
- Understanding People
- Upholding Standards
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Remote Work :
No
Employment Type :
Parttime
Employment Type
Part-time
