Standard Bank: Financial Planner Learnership

Job Position: Financial Planner Learnership

Location: Roodepoort, Gauteng

Closing Date: 28 May 2023

Job ID: 80411472_80383900

Job Type: Contract

Stipend: R8 000 per month

Standard Bank is looking for youth between 18-30 to apply for Standard Bank Financial Planner Learnership. They must have completed a minimum 3-year finance related qualification, business, law, or economics, investments, risk management etc.

Job Description

As one of the country’s oldest and most successful financial institutions, we are always on the lookout for dedicated, ambitious men and women to fill critical future roles in our ever-expanding organization.

Do you enjoy financial planning, interacting with consumers, addressing their problems, and have a strong desire to sell and serve? If so, this learnership is an excellent way to get started in the world of banking and financial planning.

Designed to provide you with valuable work experience in client contacts within Digital Banking, with a strong emphasis on sales and service, you will have a one-of-a-kind opportunity to get experience in Standard Bank’s Financial Consultancy section.

Furthermore, you will complete an appropriate FAIS-recognized qualification and have access to banking jobs throughout South Africa.

Designed to help you gain valuable work experience you will have a unique opportunity to gain proficiency in the following:

  • Comprehensive understanding of the banking and financial planning value chain
  • Develop strong sales and service abilities
  • Analyze and process data
  • Knowledge of the financial and regulatory framework
  • Knowledge of customer demands and provision of appropriate solutions
  • Resolving client issues
  • Establishing relationships
  • Organize and prioritize one’s own tasks and time management.
  • Ensure that all communications and other forms of communication are handled professionally and promptly in order to maintain a continuously high level of sales and service.
  • Etiquette for phone calls and emails
  • Portfolio management and growth
  • Customer Engagement
  • Sales Initiatives and Action Plans Implementation

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Requirements

  • Be a South African citizen
  • Be between the ages of 18 and 30
  • Be able to speak, read, and write English
  • Have completed a minimum 3-year finance related qualification, business, law, or economics, investments, risk management etc
  • Be computer savvy
  • Be not permanently employed
  • Be not enrolled in any other institution

Click Apply button below to apply for Standard Bank Financial Planner Learnership