Business Segment: Personal & Private Banking
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).
Qualifications:
- B.Comm Finance / Legal degree
- 120 credits or Qualification aligned with FAIS and FSCA requirements
Experience:
- 5 to 8 years managing a team of Financial Planners/Wealth Planners
Additional Information:
- Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations
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