📍 Jobs Near Me
For Job Seekers For Employers
📍

HiringNearMe.work

Local Jobs, Zero Commute

Jobs
Home › Jobs Near South Africa › Executive Financial Planner
📍 Local Job Near You

Executive Financial Planner

🏢
Standard Bank Group
📍 Ugu District Municipality, South Africa
📍
Location Ugu District Municipality
📅
Posted June 12, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
Job Description

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

Minimum Qualification

  • 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
  • No Supervision required

    • Additional Information

    Behavioural Competencies:

  • Articulating Information
  • Convincing People
  • Developing Expertise
  • Documenting Facts
    • <...

    Apply for This Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    Ugu District Municipality
    🗺️
    Country
    South Africa
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in Ugu District Municipality

    View Local Jobs