Executive Financial Planner Feedback And Coaching

Job Description

Prospect for new business opportunities in the selected segments and explore business expansion opportunities with existing clients. Contributes to the enablement of a universal services organisation by identifying other relevant opportunities and advising relevant business partners accordingly.Analyses and assesses clients' current and future financial and estate planning needs.Develops appropriate proposals in line with customer requirements and in line with a suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).

Responsibilities + Skills

Diploma in Finance and AccountingPreference for B. Comm Finance / Legal degree


Embeds the bank's performance process, regular performance feedback and coaching. Addresses poor performance.


Job Summary

  • Published on: Thursday, 20th January 2022
  • Designation: Executive Financial Planner
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Bloemfontein
  • Salary: 0
  • Gender:
  • Application Deadline: Thursday, 20th January 2022

About the Company

  • Company Name: Standard Bank Group.
  • Address: 9th Floor 011 636 9111/2 SBZAZAJJ Standard Bank Centre 5 Simmonds Street Johannesburg 2001 P O Box 7725
  • Website: https://www.standardbank.co.za
  • Company Profile:
  • To provide design and build decision agents and Credit process requirements for all Personal and Business products across the risk lifecycle for a particular stream (i.e. origination, account management and collections - to be customised per jobholder). This includes the process design of the end-to-end solution and working closely with appropriate Architectures (e.g., IT, Credit, Business, Data, etc.) to formulate sustainable strategic solutions.

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