Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa
Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa
Job OverviewBusiness Segment: Consumer & High Net Worth Clients
Location: ZA, GP, Pretoria, Tshwane Market
Job Type: Full-time
Job ID: 80401162_80293251
Date Posted: 10/6/2022
Job DescriptionTo 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.
QualificationsMinimum Qualification 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.
Understand Long Term insurance products
Understand the banks products, processes and systems
Additional Information
Behavioural Competencies
Negotiating
Accurately interpreting data
Implementing procedure
Understanding regulations
Technical Competencies
Computer literate
Understanding appropriate verbal communication
Telephone etiquette
How to Apply
For more information and job application details, see: Standard Bank Group Executive Financial Planner- Pretoria Jobs in South Africa
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