Standard Bank Group Executive Financial Planner-Kwazulu Natal Jobs in South Africa

Standard Bank Group Executive Financial Planner-Kwazulu Natal Jobs in South Africa

Job Overview

Business Segment: Consumer & High Net Worth Clients

Location: ZA, Kwazulu Natal, Dolphin Coast & Zululand

Job Type: Full-time

Job ID: 80401443_80349243

Date Posted: 11/8/2022

Job Description

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.

Qualifications

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

Additional Information

Behavioural Competencies

Negotiating

Accurately interpreting data

Implementing procedure

Understanding regulations

Technical Competencies

Computer literate

Understanding appropriate verbal communication

Telephone etiquette

How to Apply

For more information and job application details, see: Standard Bank Group Executive Financial Planner-Kwazulu Natal Jobs in South Africa

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