Job Description

Job Overview

Business Segment:

Personal & Private Banking

Location:

ZA, undefined, KwaZulu-Natal , Hibiscus, Musunduzi & Drakensburg

Job Type:

Full-time

Job Ref ID:

80363052A-0001

Date Posted:

2/25/2025







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



Minimum Qualification



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 banks products, processes and systems

No Supervision required

Additional Information

Behavioural Competencies:

Articulating Information

Convincing People

Developing Expertise

Documenting Facts

Establishing Rapport

Examining Information

Following Procedures

Interacting with People

Interpreting Data

Taking Action

Understanding People

Upholding Standards

Technical Competencies:

Financial Acumen

Financial Analysis

Financial Industry Regulatory Framework

Financial Planning

Interpreting Financial Statements

Legal Compliance

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za