More jobs:
Planner, Financial, Executive
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2025-12-02
Listing for:
Standard Bank of South Africa Limited
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Analyst, Financial Services
Job Description & How to Apply Below
Overview
Business Segment:
Personal & Private Banking
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- NQF level 7
Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5:
Representatives
- 3-5years' 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
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