80401416 – Planner, Financial, Executive

Website Standard Bank

80401416 – Planner, Financial, Executive

 

JOB OVERVIEW
Business Segment: Consumer & High Net Worth Clients
Location: ZA, EC, Eastern Cape, Port Elizabeth
Job Type: Full-time
Job ID: 80401416_80090529
Date Posted: 9/16/2022

 

 

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

  • 1 – 2 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
ADDITIONAL INFORMATION

Behavioural Competencies

  • Negotiating
  • Accurately interpreting data
  • Implementing procedure
  • Understanding regulations

Technical Competencies

  • Computer literate
  • Understanding appropriate verbal communication
  • Telephone etiquette

Tagged as:

To apply for this job please visit jobs.smartrecruiters.com.


You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.