Job Description
To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.
Qualifications
Minimum Qualification
NQF level 6-7 Qualification (Advanced Diploma OR Degree)120 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 banks products, processes and systemsNo Supervision requiredAdditional Information
Behavioural Competencies:
Articulating InformationConvincing PeopleDeveloping ExpertiseDocumenting Facts<...