Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To implement the Money Management & Advisory Voice & Digital business model and specifically develop and grow a team of Digital Financial Planners ensuring efficient delivery of financial services to our clients.

To also manage day to day activities of the Financial Planners to deliver against defined operational plans and campaigns to achieve their sales and revenue targets.

To ensure adherence to all business processes, regulatory requirements in terms of FAIS, and mandatory compliance measures.

QualificationsMinimum QualificationsWealth Management / Financial Planning qualification (or any FAIS aligned qualification) – Preference for Certified Financial Planner (CFP®)RE5 & RE1Minimum required qualification and experience in terms of FAIS fit and proper requirements – To represent Money Management & Advisory as a Key Individual

 

Experience Required5+ years’ experience in managing, coaching, and developing a team of financial plannersProven successful sales track record in the financial services industryPeople management experience leading teams and motivating peoplePreferred Experience in Virtual Financial Planning and Digital EnhancementPreferred work experience in a financial planning Call CentrePreferred financial planning experience within a banking environmentNegotiating skills and conflict handling

Additional Information

Behavioral Competencies:

Articulating InformationChallenging IdeasConvincing PeopleDeveloping ExpertiseDeveloping StrategiesDirecting PeopleExploring PossibilitiesImpressing PeopleInteracting with PeopleMaking DecisionsProviding InsightsResolving Conflict

Technical Competencies:

Business Acumen (Audit)Client ServicingFinancial AcumenFinancial AnalysisFinancial Planning