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Resumo da oferta
A prominent banking institution in Vanderbijlpark is seeking a financial advisor to provide estate planning and financial advice to its Private and Business Banking clients. The ideal candidate should have a diploma and 3-5 years of experience in a sales environment, as well as a strong understanding of various financial products. This full-time position does not require remote work.
Qualificações
- Minimum 3-5 years of experience in a sales environment specifically for banking and insurance.
- Understanding of Long Term insurance products.
- Ability to work with no supervision.
Responsabilidades
- Provide financial and estate planning advice to clients.
- Solve complex financial needs for Private and Business Banking clients.
Conhecimentos
Formação académica
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.
Type of Qualification : Diploma
- NQF level 6-7 Qualification (Advanced Diploma or Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5 : Representatives
- 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 :
- 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
- Financial Acumen
- Financial Analysis
- Financial Industry Regulatory Framework
- Financial Planning
- Interpreting Financial Statements
- Legal Compliance
Remote Work: No
Employment Type: Full-time
Estate Law, Trusts, Wealth Management, Financial Services, Financial Concepts, Microsoft Outlook, Microsoft Powerpoint, Securities Law, Financial Analysis, Budgeting, Financial Planning, Wills
Experience: years
Vacancy: 1
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.