Business Segment: Personal & Private Banking
Location: ZA, undefined, Constantia Kloof Johannesburg, Constantia Kloof
Job Type: Part-time
Job Ref ID: 80442004A-0001
Date Posted: 6/10/2025
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
Only candidates meeting all specified qualifications and experience requirements will be considered for this critical role within our organisation.
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
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or [email protected]
Report job
