Job Expired
JOB DESCRIPTION
To manage a national team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank customers that solve for their financial needs whilst ensuring that this is done within the prescribed legislation.33.
QUALIFICATIONS
- Degree equivalent to NQF level 7.
- Certified Financial Planner / Wealth management certificate.
- Experience in terms of FIMA fit and proper requirements.
- Experience in all the product categories in terms of FIMA for STANFIN.
- Experience in managing a team of financial planners.
ADDITIONAL INFORMATION
Behavioural Competencies
- Developing Strategies- Being visionary and establishing effective plans that take into consideration long-term aspects.
- Empowering Individuals- Emphasizing the empowerment of others which includes encouraging others, motivating as well as inspiring them.
- Embracing Change- Accepting change and coping with uncertainty can enhance one’s ability to adapt effectively to changing circumstances, which is an ability of increasing importance in an ever more dynamic business environment.
- Making Decisions- The pace at which individuals are prepared to make decisions, as well as their willingness to take responsibility for their decisions when under pressure. It also deals with the extent to which individuals are definite about their views and opinions
Technical Competencies
- Effective business communication-The ability to communicate information and ideas in a clear and concise manner appropriate for the audience in order to explain, persuade, convince and influence others to achieve the desired outcomes.
- Risk Response Strategy- The ability to facilitate the creation and adoption of an appropriate risk response strategy and to assign ownership for the risk response.
- Economic Capital Management- Understands the capital implications of the stated risk appetite, individual risk exposures, portfolio risk exposures, and determines capital requirements on a risk adjusted basis.
- Risk Reporting- The ability to prepare quantitative and qualitative analysis on the risk landscape in the business including interpretation and analysis for use by business users.
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Job Summary
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