Wealth Planner - Private & Business Banking
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.
- Understanding of Long Term insurance products
- Understanding of the bank's products, processes, and systems
- No supervision required
Additional Information
- Negotiating
- Accurately interpreting data
- Implementing procedures
- Understanding regulations
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