Regional Manager, Financial Planning

Job OverviewBusiness Segment: Personal & Private BankingLocation: ZA, Western Cape, Cape Town, Greater BayJob Type: Full-timeJob Ref ID: 80339384A-0001Date Posted: 11/15/2024Job DescriptionProvides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance).QualificationsMinimum Qualification:B.Comm Finance / Legal degreeCertified Financial Planner / Wealth management certificate120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key Individual (Non-negotiable)Experience:5 to 8 years managing a team of Financial Planners/Wealth PlannersAdditional InformationBehavioural Competencies:NegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulationsTechnical Competencies:Computer literateUnderstanding appropriate verbal communicationTelephone etiquettePlease note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or ******
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