Head, Wealth Insure

7 days ago

Roodepoort, South Africa Standard Bank Group Full time

To be accountable for a portfolio of high value (Private Banking) and ultra high value (Wealth & Investments) clients by providing bespoke financial advice regarding short-term insurance in order to maximize the value of the business relationship and ensure profitability for SIL. Qualifications Type of Qualification : First Degree Field of Study : Business Commerce Type of Qualification : Post Graduate Degree Field of Study : Business Commerce Licenses & Certifications : FAIS Representative; KI Experience Required 8-10 years : The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment. 5 - 10 years in Short-term Insurance experience in Sales Underwriting Insurance Portfolio Management for HNW clients. Behavioural Competencies Articulating Information Challenging & Generating Ideas Convincing People Developing Expertise & Strategies Documenting Facts Establishing Rapport Exploring Possibilities & Embracing Change Interpreting Data Making Decisions & Meeting Timescales Resolving Conflict Seizing Opportunities Providing Insights Understanding People & Upholding Standards Technical Competencies Banking Process & Procedures Client Knowledge Cross and Up-Selling Customer Understanding (Consumer Banking) Financial Analysis Mind of Customer Experience Product Knowledge (Consumer Banking) Remote Work No Employment Type Full-time Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Experience years Vacancy 1 #J-18808-Ljbffr

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