Regional Manager, Financial Planning

Business Segment: Personal & Private BankingProvides 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).Qualifications:B.Comm Finance / Legal degree120 credits or Qualification aligned with FAIS and FSCA requirementsExperience:5 to 8 years managing a team of Financial Planners/Wealth PlannersAdditional Information:NegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulations
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