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Head, Wealth Insure

Head, Wealth Insure

Standard Bank GroupRoodepoort, Gauteng, South Africa
12 days ago
Job description

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Job Description

To be accountable for a portfolio of high value (Private Banking) and ultra high value (Wealth & Investments) clients, by providing bespoke financial advice regarding short-term insurance in order to maximize the value of the business relationship and ensure profitability for SIL.

Qualifications

  • Type of Qualification : First Degree
  • Field of Study : Business Commerce
  • Type of Qualification : Post Graduate Degree
  • Field of Study : Business Commerce
  • Licenses & Certifications : FAIS Representative; KI

Experience Required

  • 8-10 years : The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment.
  • 5 - 10 years in Short-term Insurance experience in Sales, Underwriting, Insurance Portfolio Management for HNW clients.

    • Behavioural Competencies

  • Articulating Information
  • Challenging & Generating Ideas
  • Convincing People
  • Developing Expertise & Strategies
  • Documenting Facts
  • Establishing Rapport
  • Exploring Possibilities & Embracing Change
  • Interpreting Data
  • Making Decisions & Meeting Timescales
  • Resolving Conflict
  • Seizing Opportunities Providing Insights
  • Understanding People & Upholding Standards

    • Technical Competencies

  • Banking Process & Procedures
  • Client Knowledge
  • Cross and Up-Selling
  • Customer Understanding (Consumer Banking)
  • Financial Analysis
  • Mind of Customer Experience
  • Product Knowledge (Consumer Banking)

    • Seniority level

  • Director

    • Employment type

  • Full-time

    • Job function

  • Finance and Sales

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    Head • Roodepoort, Gauteng, South Africa