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 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
Technical Competencies:

• Financial Acumen
• Financial Analysis
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Legal Compliance