Head, Wealth Insure

Standard Bank Group; Roodepoort; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial service provider in South Africa seeks an experienced professional to manage a portfolio of high value clients in Wealth Management. The successful candidate will provide tailored financial advice on short-term insurance to enhance client relationships and drive profitability. Candidates must have extensive experience in financial services and insurance management, ideally 8-10 years in relevant roles.

Qualifications

• 8-10 years of experience in financial services, specifically Wealth Management.
• 5-10 years experience in Short-term Insurance sales, underwriting, and portfolio management.

Responsibilities

• Accountable for a portfolio of high value and ultra high value clients.
• Provide bespoke financial advice regarding short-term insurance.
• Maximize the value of business relationships.

Skills

Business Development

Wealth Management

Sales Experience

Financial Planning

Investment Experience

Organizational skills

Securities Law

Estate Law

Trusts

Financial Services

Education

First Degree in Business Commerce

Post Graduate Degree in Business Commerce

Job description

To be accountable for a portfolio of high value (Private Banking) and ultra high value (Wealth & Investments) clients by providing bespoke financial advice regarding short-term insurance in order to maximize the value of the business relationship and ensure profitability for SIL.

Qualifications

Type of Qualification : First Degree

Field of Study : Business Commerce

Type of Qualification : Post Graduate Degree

Field of Study : Business Commerce

Licenses & Certifications : FAIS Representative; KI

Experience Required

8-10 years : The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment.

5 - 10 years in Short-term Insurance experience in Sales Underwriting Insurance Portfolio Management for HNW clients.

Behavioural Competencies

• Articulating Information
• Challenging & Generating Ideas
• Convincing People
• Developing Expertise & Strategies
• Documenting Facts
• Establishing Rapport
• Exploring Possibilities & Embracing Change
• Interpreting Data
• Making Decisions & Meeting Timescales
• Resolving Conflict
• Seizing Opportunities Providing Insights
• Understanding People & Upholding Standards

Technical Competencies

• Banking Process & Procedures
• Client Knowledge
• Cross and Up-Selling
• Customer Understanding (Consumer Banking)
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge (Consumer Banking)

Remote Work

No

Employment Type

Full-time

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Experience

years

Vacancy

1