Standard Bank Group
Wealth Planner - Private & Business Banking (Hermanus)
This job is no longer available and isn't accepting applications.
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.
Minimum Qualification
- NQF level 5 Certificate
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
Experience
- 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
- Understand Long Term insurance products
- Understand the banks products, processes and systems
- No Supervision required
Behavioural Competencies
- Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations
Technical Competencies
- Computer literate
- Understanding appropriate verbal communication
- Telephone etiquette
No longer accepting applications