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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

Type of Qualification: Diploma
Minimum Qualification
NQF level 6-7 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
Exploring Possibilities
Following Procedures
Interacting with People
Interpreting Data
Making Decisions
Managing Tasks
Producing Output
Providing Insights
Seizing Opportunities
Showing Composure
Taking Action
Thinking Positively
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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