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For Companies At a Glance
- Tasks: Provide expert financial and estate planning advice to clients in Private and Business Banking.
- Company: Join a leading bank with a strong commitment to client service and innovation.
- Benefits: Competitive salary, comprehensive training, and opportunities for career advancement.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: NQF level 7 qualification and 3-5 years of sales experience in banking or insurance.
- Other info: Dynamic work environment with a focus on compliance and ethical practices.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, East London, East London
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.
Qualifications
- NQF level 7Qualification (Advanced Diploma OR Degree)
- 120 credits or Qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
Experience
- 3-5years\’ 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
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 or
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Executive, Financial Planner employer: Standard Bank of South Africa Limited
Contact Detail:
Standard Bank of South Africa Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive, Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking and finance sector. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand their financial planning services inside out, so you can showcase how your experience aligns with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain how your 3-5 years of experience in sales can benefit their clients. Highlight your understanding of long-term insurance products and how you can solve complex financial needs.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Executive, Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive, Financial Planner role. Highlight your experience in sales and your understanding of long-term insurance products. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of how you've solved complex financial needs for clients in the past.
Showcase Relevant Experience: When filling out your application, be sure to showcase your 3-5 years of experience in a sales environment. We’re looking for candidates who understand banking and insurance categories, so don’t hold back on those details!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Standard Bank of South Africa Limited
✨Know Your Financial Products
Make sure you have a solid understanding of long-term insurance products and the specific banking services offered. Brush up on the latest trends and regulations in the financial sector, as this will show your potential employer that you're not just knowledgeable but also proactive.
✨Showcase Your Sales Experience
Prepare to discuss your previous sales experiences in detail. Think of specific examples where you successfully met client needs or exceeded targets. This will demonstrate your ability to thrive in a sales environment, which is crucial for the role.
✨Understand the Client's Perspective
Be ready to talk about how you would approach financial and estate planning for different types of clients. Consider their unique needs and how you can tailor your advice accordingly. This shows that you can think critically and empathetically about client relationships.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask during the interview. This could be about the company's approach to client service or how they support their financial planners. It shows your genuine interest in the role and helps you assess if the company is the right fit for you.