Senior HNW Insurance & Wealth Manager

Standard Bank Group; Johannesburg; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading financial services institution is seeking a Manager to oversee high net worth insurance clients in Johannesburg. The role involves securing new personal insurance customers, providing tailored solutions, and ensuring outstanding service. Candidates must have a Matric certificate and a Higher Certificate in Short-term Insurance, alongside 5+ years of relevant experience in the industry. Competitive compensation and opportunities for career growth are offered.

Qualifications

• Minimum qualification of Grade 12 / Matric Certificate.
• Higher Certificate in Short-term Insurance required.
• Must have passed FAIS exams with minimum 60 credits.
• 5+ years of experience in personal short-term insurance.

Responsibilities

• Source and secure new high net worth individual Personal Insurance customers.
• Provide customized insurance solutions for clients.
• Ensure excellent customer experience and manage insurance claims.
• Frequent travel to meet clients and administer policies.

Skills

Sales and negotiation skills

Excellent verbal and written communication skills

Sound knowledge of personal insurance offering

Ability to establish credible relationships

Education

Grade 12 / Matric Certificate

Higher Certificate Short-term Insurance

Relevant business-related tertiary qualification

Tools

Maven system knowledge

Job description

A leading financial services institution is seeking a Manager to oversee high net worth insurance clients in Johannesburg. The role involves securing new personal insurance customers, providing tailored solutions, and ensuring outstanding service. Candidates must have a Matric certificate and a Higher Certificate in Short-term Insurance, alongside 5+ years of relevant experience in the industry. Competitive compensation and opportunities for career growth are offered.