Planner, Financial, Executive

7 days ago


Welkom, South Africa Standard Bank of South Africa Limited Full time

Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Welkom Free State , Welkom To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications Type of Qualification: Diploma NQF level 6-7 Qualification (Advanced Diploma OR Degree) 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 banks products, processes and systems #J-18808-Ljbffr



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