Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
To implement and facilitate financial planning training solutions that address training needs within Standard Bank Financial Consultancy (SBFC) sales team. Ensure that all financial planning training material is relevant and up to date. Provide financial planning post training support to the SBFC sale team and be the subject matter expert with regards to financial planning systems and processes with SBFC.
B.Com Degree in Business Management/Financial Planning/Wealth Management or any related qualification
RE 5 Certificate (Advantage)
3 to 5 years in the development of financial planning tools
3 to 5 years experience in managing a team
3 to 5 years of financial planning support and training
Business digitization and adoption
Validating and signing off on all major design changes, stories, and deployments
Banking and Investment Process & Procedures
Product Knowledge (Financial Planning)
Originally posted on Himalayas