Wealth Planner - Private & Business Banking

Wealth Planner - Private & Business Banking 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.Understanding of Long Term insurance productsUnderstanding of the bank's products, processes, and systemsNo supervision requiredAdditional Information NegotiatingAccurately interpreting dataImplementing proceduresUnderstanding regulations
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