Job Description

• To provide appropriate financial and estate planning advice to Personal, Prestige and Private Banking (Core) clients in order to offer appropriate financial solutions to solve for their financial needs.

Qualifications

Essential Qualifications:

• NQF level 5 Qualification in Financial Planning/Wealth Management
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Mandatory Experience:

• 2 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

The successful candidate must demonstrate:

• In-depth knowledge of financial and estate planning
• Proven track record in providing strategic advice
• Exceptional analytical skills and attention to detail
• Strict adherence to regulatory compliance and ethical standards