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Permanent

Executive, Financial Planner

London
money-bag Negotiable
C6AF54D36360107B59FC237CE21009C8
Posted 4 days ago

Business Segment: Personal and Private BankingLocation: ZA, undefined, East London, East LondonTo 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

NQF level 7Qualification (Advanced Diploma OR Degree)120 credits or Qualification aligned with FAIS and FSCA requirementsRE 5: RepresentativesExperience

3-5years\'' experience in a sales environment, specifically intermediary services for banking and insurance categories.Understand Long Term insurance productsUnderstand the banks products, processes and systems

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