Planner Financial

2 weeks ago


Worcester, South Africa Standard Bank Group Full time

Job Description 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 Minimum Qualification NQF level 6-7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5 : Representatives Experience 3-5years' 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 No Supervision required Additional Information Behavioural Competencies : Articulating Information Convincing People Developing Expertise Documenting Facts Establishing Rapport Examining Information Exploring Possibilities Following Procedures #J-18808-Ljbffr



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