Financial Planner: Personal & Private Banking - Standard Bank Group

eg. Accountant or Accounting or Kempinski



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Standard Bank Group Banking Jobs in KwaZulu-Natal


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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 7 Qualification (Advanced Diploma OR Degree)
  • 120 credits or Qualifications aligned with FAIS and FSCA  requirements
  • RE 5: Representatives


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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  





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