Business Segment: Personal & Private Banking
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 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 bank's products, processes and systems
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