14.03.2024
Executive Financial Planner
Standard Bank of South Africa Limited
South Africa, Welkom
Business Segment: Consumer&High Net Worth Clients 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, businessassuranceand both local and offshore investments. Qualifications NQF level 5 Certificate 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representatives Experience 3-5years' 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 No Supervision required Additional Information Negotiating Accurately interpreting data Implementing procedure Understanding regulations #J-18808-Ljbffr
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