Financial Planner
Standard Bank of South Africa LimitedCape Town, Western Cape, South Africa30+ days ago
Job description3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Understand Long Term insurance products Understand the bank's products, processes and systems No Supervision required Negotiating Accurately interpreting data Implementing procedure Understanding regulations
Business Segment : Personal & Private Banking
To 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.
Qualifications
- NQF level 7 Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5 : Representatives
Experience
Additional Information
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Financial Planner • Cape Town, Western Cape, South Africa