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 requirements RE 5: Representatives Experience3-5 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 No supervision required Additional Information Negotiating Accurately interpreting data Implementing procedure Understanding regulations
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