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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.
QualificationsMinimum 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 InformationBehavioural 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
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