Wealth Planner - Private & Business Banking (Hermanus)

Wealth Planner - Private & Business Banking (Hermanus) Job Overview Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Hermanus
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 5 Certificate120 credits or Qualification aligned with FAIS and FSCA requirementsRE 5: RepresentativesExperience 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance productsUnderstand the bank's products, processes and systemsNo supervision requiredAdditional Information NegotiatingAccurately interpreting dataImplementing procedureUnderstanding regulations
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