Wealth Planner - Private & Business Banking (Hermanus)
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Hermanus
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
- 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 bank's products, processes and systems
- No supervision required
Additional Information
- Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations
#J-18808-Ljbffr
