Regional Manager, Financial Planning

Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Greater Bay
Provides 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, etc.).
QualificationsB.Comm Finance / Legal degree120 credits or Qualification aligned with FAIS and FSCA requirementsExperience5 to 8 years managing a team of Financial Planners/Wealth PlannersAdditional InformationNegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulations
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