Executive Financial Planner - Standard Bank Group
Accounting / Finance Jobs In South Africa 2024Jobs In South Africa 2024
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1. Patiently scroll down and read the job description below.
2. Scroll down and find how to apply or mode of application for this job after the job description.
3. Carefully follow the instructions on how to apply.
4. Always apply for a job by attaching CV with a Cover Letter / Application Letter.
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 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 bank's 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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HOW TO APPLY
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- An application will not in itself entitle the applicant to an interview.