Job Overview
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Cape Town
Job Type: Full-time
Job Ref ID: 80380795A-0001
Date Posted: 3/13/2025
Job Description
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
Minimum Qualification
- NQF level 7 Qualification (Advanced Diploma OR Degree)
- 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
- No Supervision required
Additional Information
Behavioural Competencies:
- Articulating Information
- Convincing People
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Following Procedures
- Interacting with People
- Interpreting Data
- Taking Action
- Understanding People
- Upholding Standards
Technical Competencies:
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
