Planner Financial
Standard Bank of South Africa LimitedSomerset West, Western Cape, South Africa14 hours ago
Job description3-5years' 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
Business Segment : Personal & Private Banking
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
- NQF level 6-7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5 : Representatives
Experience
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Financial Planner • Somerset West, Western Cape, South Africa
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