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  • Posted: Mar 12, 2026
    Deadline: Not specified
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  • Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. “Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value. This sets the prim...
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    Multinational Corporate Account Manager

    Job Description

    • To achieve the SBIB goals for the CBI, Corporate and Multinational Account offering, income and profit budgets by way of managing the behaviour of staff and relationships with the corporate and multinational’s staff members and clients through training, support, and motivation.
    • To ensure on-going and successful placement of insurance policies locally and globally.Ensure efficient support and assistance to the corporate and multinational clients on all levels in terms of the insurance offerings.
    • To implement strategic objectives and identify opportunities that become available.To regularise all insurance covers and manage compliance issues as required in each country globally.
    • Ensure continuous awareness of the Insurance offerings within the appropriate environments.Work close with all partners and clients to achieve the goals as set out by CBI.

    Qualifications

    • Type of Qualification: Minimum qualification – Grade 12/Matric Certificate together with a relevant business degree or similar majors in Risk, Finance, Insurance will be an advantage.
    • Full Qualification as recognised by the Registrar.Postgraduate or professional qualification in risk and relevant experience an advantage.Be prepared to write and pass KI examination should this be required and requested.
    • Must have passed FAIS exams min 60 credits –qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.

    Experience Required:

    • Basic overall insight and understanding of accounting items and financial ratios and /or the ability to use a financial calculator and elementary interpretation of financial statements and understanding of relationship between certain ratios.
    • A basic overall understanding of the concept of risk and the different kinds of risk: (1) Credit (e.g., settlement, default, re-insurance, capital adequacy, credit spread, equity), (2) Market (e.g., currency, market liquidity, reputational, competitor, statutory), (3) Operational risk (e.g., product development, pricing, legal, process, IT, HR, Tax, Compliance). In addition to this, a working knowledge of one subset of these kinds of risks. The ability to apply this knowledge to own job or sub-process.
    • Create, edit, and print files from Word, Excel and PowerPoint using intermediate features like Macros and advance formulas.
    • A working understanding of the general principles of banking: value drivers, risks, impact of the economy
    • Perform elementary functions on computer systems (most often used) within role specific systems with elementary problem-solving requirements.
    • In depth understanding of range of products in the market, competitor advantages and disadvantages and own product competitive position.
    • A basic, overall understanding of insurance principles like law of contract, good faith, subrogation, insurable interest, proximate cause, indemnity, excess as well as insurance classes and the impact of these on their direct environment. Furthermore, a basic understanding of insurance terminology.
    • A workable knowledge of a specific set of products (single class/multiple processes) and ability to apply product features, benefits, exclusions to various situations. Handles basic activities/queries that fall within the policy terms and understands impact of actions on other areas of the business (claims/underwriting/sales). Differentiates between product features and benefits based on customer needs.
    • Sound knowledge of compliance and risk functions
    • A good working knowledge of Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
    • Good working knowledge of technical portfolio management systems

    Additional Information

    Behavioural Competencies:

    • Results orientated/Customer service focused, and people orientated.
    • Ability to apply common sense and reason as well as interpersonal skills.
    • Excellent self-starter
    • Disciplined
    • Consistency portrays a professional corporate image.
    • Ability to establish effective working relationships with all stakeholders.
    • Must be presentable.
    • Experience in dealing with varied situations and strict deadlines.
    • Good organisational skills
    • Must be able to work in teams.

    Technical Competencies:

    Regulatory

    • Legislation across Africa/globally
    • Underwriting skills across Africa/globally
    • Claims management across Africa/globally.

    Financial

    • Budgeting
    • Financial analysis
    • Risk Management

    Information Technology

    • Applications: Communications
    • Applications: Microsoft Office Suite

    Universal

    • Emotional Intelligence/maturity
    • Interpersonal Relationships
    • Self-management
    • Time management

    Strategic Management

    • Economic and business knowledge

    Operations and Implementation: General

    • Forum and meeting management
    • Negotiation and conflict resolution
    • Quality Management
    • Resource and capacity planning

    Sales Management

    • Product Training

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    Manager, Insurance Wealth Insure KZN

    Job Description

    • To source and secure new HNW individual Personal Insurance customers.
    • The role will require a face to face interaction with high net worth customer market which always requires professional conduct.
    • Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.
    • Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.
    • Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.  
    • Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer.   
    • The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.
    • When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer.

    Qualifications

    Type of Qualification: 

    • Minimum qualification – Grade 12/Matric Certificate
    • Full Qualification as recognised by the Registrar
    • Fit and Proper - FSCA
    • Higher Certificate Short-term Insurance
    • Relevant business-related tertiary qualification e.g. BA degree/qualification is an advantage
    • Undergraduate degree, or similar [majors in Risk, Finance, Insurance an advantage] and/or
    • Postgraduate or professional qualification in risk and relevant experience an advantage
    • Be prepared to write KI examination should this be required
    • Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.

    Experience Required

    • Experience as determined by FAIS legislation. A minimum of 5 years previous working experience in a personal short-term insurance (commercial experience would be an advantage) either as a Servicing/Sales Agent, Broker or Insurer. Bancassurance experience preferable.
    • Sound knowledge of personal insurance offering, procedures and products.
    • A good working knowledge of FAIS and FICA legislation.
    • Maven system knowledge would be advantageous
    • Sales and negotiation skills.
    • Excellent verbal and written communication skills
    • Previous portfolio Insurance relationship management experience (5 years in total) as an Account Executive/Insurance Manager managing a portfolio of HNW customers in the personal short-term insurance environment is preferable.
    • A minimum of 5 years previous working experience in Short term insurance. Preferable in a sales, servicing, personal portfolio management position. Practical exposure to banking principles and to establish credible relationships.

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Documenting Facts
    • Empowering Individuals
    • Examining Information
    • Exploring Possibilities
    • Following Procedures
    • Impressing People
    • Interacting with People
    • Pursuing Goals
    • Team Working
    • Understanding People
    • Valuing Individuals

    Technical Competencies:

    • Insurance Principles
    • Cross and Up-Selling
    • Customer Understanding ( Consumer Banking)
    • Financial Analysis
    • Mind of Customer Experience
    • Product Knowledge (Consumer Banking

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    Manager, Provincial

    Job Description

    • To lead and manage all operational and commercial activities within the assigned Province/s. Driving profitable growth through effective team leadership, stakeholder and client relationship management and operational excellence.
    • The role is accountable for delivering revenue targets, optimizing cost efficiency, profitable operating results and building a high performing team that delivers exceptional service to clients whilst maintaining compliance with regulatory and organizational standards.

    Qualifications

    • Type of Qualification:Business Commerce
    • Fais accreditation :Short Term Commercial Lines 1.6 Rep & KI

    Experience Required

    • Minimum of 10 years in short-term insurance roles and relevant broking sales and portfolio management environment.

    Additional Information

    Behavioural Competencies:

    • Providing Insights
    • Resolving Conflict
    • Following Procedures
    • Upholding Standards
    • Producing Output
    • Taking Action
    • Seizing Opportunities
    • Pursuing Goals

    Technical Competencies:

    • Leadership
    • Business Acumen
    • Product Knowledge
    • Financial Acumen
    • Risk Management
    • People Strategy Development

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    Analyst, Credit Support, Premium

    Job Description

    • Is accountable for assisting Manager, Relationship Premium in the day-to-day execution of their credit portfolio.

    Qualifications

    • Type of Qualification: First Degree
    • Field of Study: Business Commerce
    • Licenses & Certifications: FAIS Representative

    Experience Required

    • 5-7 years Experience in a similar Credit role with proven ability to undertake financial and credit analysis
    • A proven track record of operating with a personal delegated authority
    • Business development experience is an advantage
    • Relevant FAIS qualification and experience
    • If no FAIS experience, would then need to operate under supervision
    • Previous experience in Business and Commercial Banking environment with good understanding of bank processes, policies and products

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Articulating Information
    • Challenging Ideas
    • Convincing People
    • Developing Expertise

    Technical Competencies:

    • Banking Process & Procedures
    • Business Acumen (Audit)
    • Customer Acceptance & Review (Business Banking)
    • Customer Understanding (Business Banking)
    • Financial Acumen

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    Manager, Sales

    Job Description

    • To provide a sales support function for all Commercial Asset Finance (CAF) by integrating sales (non-scored), deal making, operations, compliance and credit risk functions while ensuring adherence to Standard Bank's policies, procedures and all the applicable regulatory requirements. To manage a team of Sales Support consultants within the agreed financial budgets.

    Qualifications

    • Matric, Diploma/ Degree Business Commerce

    Experience Required

    • 3 to 7 years Business & Commercial Banking Experience in a sales support function (e.g., portfolio management, disbursements, contracts, etc.) within Commercial Asset Finance.
    • Understands the VAF value chain.
    • Experience with Merchant sales acquiring
    • Knowledge of Diners Corporate & Consumer Sales

    Additional Information

    Behavioural Competencies:

    • Articulating Information
    • Checking Things
    • Developing Expertise
    • Documenting Facts
    • Embracing Change
    • Exploring Possibilities
    • Following Procedures
    • Interacting with People
    • Meeting Timescales
    • Producing Output
    • Team Working
    • Upholding Standards

    Technical Competencies:

    • Account Opening & Maintenance
    • Customer Understanding (Business Banking)
    • Product Knowledge (Business Banking)
    • Product Related Systems (Business Banking)
    • Risk Awareness
    • Risk Identification
    • Risk Response Strategy

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    Head, IT Portfolio, Finance Data

    Job Description

    • The Head of Data Technology for Finance is a senior technology leader with deep experience in Data platforms, large‑scale data management, and technology.
    • The role combines strong technology expertise with proven capability across AI, data science, advanced analytics, and hybrid (on‑prem and cloud) environments.
    • This leader enables a future‑ready Finance function by delivering scalable, governed, and auditable data platforms that support both today’s regulatory obligations and tomorrow’s intelligent, insight‑driven Finance capabilities.

    Qualifications

    • First Degree in Information Studies or Information Technology
    • Experience leading enterprise platforms, with Microsoft Fabric as the strategic Finance data platform experience in Data would be preferred.
    • Experience in IT Service management, Engineering practices, as well as modern software development lifecycle practices with strong architectural capability across ingestion, transformation, reconciliation, and consumption layers
    • Experience enabling AI, data science, and advanced analytics within Finance (e.g. forecasting, anomaly detection, automated insights)
    • Hands‑on leadership across both on‑premises and cloud data technologies, including hybrid transition states as well as integration between data sources
    • Proven experience leading multi‑disciplinary teams

    Additional Information

    Behavioural Competencies:

    • Articulating Information
    • Challenging Ideas
    • Directing People
    • Embracing Change
    • Empowering Individuals

    Technical Competencies:

    • Benefits Management
    • Emerging Technology Monitoring
    • IT Business Analysis/ Feature Analysis
    • IT Knowledge
    • IT Strategy & Planning
    • Knowledge of Banking & Financial Service
    • Research & Information Gathering
    • Stakeholder Management (IT)

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    Executive Financial Planner

    Job Description

    • 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

    Minimum Qualification

    • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
    • 120 credits or Qualification aligned with FAIS and FSCA requirements
    • RE 5: Representatives

    Experience

    • 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

    Behavioural Competencies:

    • 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

    Technical Competencies:

    • Financial Acumen
    • Financial Analysis
    • Financial Industry Regulatory Framework
    • Financial Planning
    • Interpreting Financial Statements
    • Legal Compliance

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    Manager, Transactional Accounts Management (Public Sector Portfolio)

    Job Description

    Job Purpose:

    • Manage existing client relationship while building new and sustainable client relationships with Public Sector clients
    • Articulate and set the desired Transaction Banking client plan and specific client strategy to ensure that key Transaction Banking Clients are retained, their revenue is grown, and the client experience is improved
    • Implement effective sales strategies and plans to ensure delivery of Transaction Banking client plans in order to exceed both Transaction Banking financial targets and the quality of client experience targets (CSI)
    • Implement effective sales strategies and plans to ensure delivery of Transaction Banking client plans for new client opportunities with annual projected revenues of less than twenty million Rand.
    • Define and manage the desires Transaction Banking financial performance for the Transaction Banking clients and ensure that the clients receive the best client experience
    • Provide Cash Management Solutions for Transaction Banking Clients
    • Partner and Collaborate with broader Transaction Banking, Client Coverage and Credit stakeholders to deliver the desired client results
    • Compile and execute client proposals including responding to Requests for Proposals (“RFPs) from clients in order to win business
    • Demonstrate level of understanding of Public Sector frame works and regulations in order to advise the client appropriately.

    Outputs:

    Client Solutioning and Onboarding:

    • Spend time with current and potential new clients and understand their business
    • Develop a deep understanding of clients' strategic objectives, their business value chains and the sectors within which they operate
    • Lead the development of Transaction Banking innovative solutions tailored to the specific sector(s) needs which will allow Transaction Banking to meet the sector(s) business requirements.
    • Foster long term client relationships with you and the bank through client centric engagements with the client, and by expanding the bank's touch points at all levels throughout the client.
    • Maintain a proficient and relevant knowledge of Transaction Banking of Cash Management products, pricing, services and capabilities across the team and other Transaction Banking geographies to ensure relevant and informed client conversations.
    • Build trusted advisor status by engaging in value adding strategic conversations with clients, anticipating their needs and responding proactively to those needs
    • Deliver the group to the client through the coordination of appropriate TBCT representative of the bank's entire value proposition, and ensure their ongoing effectiveness in creating value to the client and the bank

    Account Management:

    • Develop an in-depth knowledge of the key clients’ strategy, business context, financial performance and their Working Capital to unlock opportunities for Transaction Banking Undertake an ongoing review of the client business to ensure detail understanding ensure that the Transaction Banking solutions that the clients utilizes are refreshed constantly.
    • Effective management of business revenue key drivers and align sales plans to achieve the required corrective actions.
    • Actively manage the deal pipeline and drive both strategic and operational collaboration with all other areas of CIB, PBB, and Africa regions in order to convert the opportunities for Transaction Banking and the bank as a whole.
    • Effective management of the Public Sector clients and management of their revenue.
    • Creation of key account plans for Public Sector clients and drive collaborations with Trade and Investor Service, Investment Banking (IB) and Global Markets (GM) to ensure there is a Sector coordinated client plans
    • Effectively drive a client coordinator role for clients within the Transaction Banking where Transaction Banking owns primary relationship and ensure client delivery on behalf of the whole bank

    Financial Management and Reporting:

    • Drive client and portfolio revenue
    • Drive cross sell and up sell opportunities
    • Speedily conversion of new client opportunities
    • Improve sustainability of portfolio revenues by maximising cross sell ratio per client
    • Active management of key revenue drivers and costs
    • Build an understanding of current and targeted client share of wallet
    • Coordinate the consolidation of annual client revenue budgets and influence final outcome
    • Active management of the client pricing and refunds
    • Active management of the client solutions, data and profiles

    Voice of the client:

    • Take ownership for the client centricity agenda in the Transaction Banking sector(s) ensuring that any new product, process, or service design initiative is well articulated and supported in order to better meet the clients’ needs.
    • Actively manage ‘clients at risk’ ensuring there are clear mitigating actions to retain key clients.

    Credit and Risk Management:

    • Work with all key stakeholders and originate credit facilities where there’s appetite
    • Manage the level of Transaction Banking exposure and set limits in line with bank’s risk appetite for the particular clients
    • Effective Credit Planning and Risk Management to improve credit and capital management by the:
    • Review of daily exposures report.
    • Review of Utilization and UFF report.
    • Drive annual credit reviews.
    • Review of Utilization and UFF report.
    • Drive annual credit reviews.
    • Effective Capital Management and Optimization of Capital Return by achieving hurdle ROE for products and client.

    Qualifications

    Qualifications:

    • Relevant Degree, preferably in Finance and Accounting, Business Commerce

    Experience:

    • 5-7 years relevant sales management experience (specific industry sector experience, such as dealing with client’s stakeholders at a senior management level.
    • Minimum of 10 years of Transaction Banking Experience Minimum of 5 years in a sales manager role for Cash Management Products.
    • Being responsible for Transactional Banking Sales for CIB clients for Cash Management solutions.
    • Public Sector portfolio exposure will be advantageous.

    Additional Information

    Behavioural Competencies:

    • Articulating Information
    • Developing Expertise
    • Interacting with People
    • Interpreting Data
    • Making Decisions
    • Producing Output
    • Providing Insights
    • Resolving Conflict
    • Seizing Opportunities
    • Showing Composure
    • Team Working
    • Upholding Standards

    Technical Competencies:

    • Client Business Case
    • Client Retention
    • Cross and Up-Selling
    • Industry Knowledge
    • International Market Knowledge
    • Local Market Knowledge
    • Product Development
    • Risk Management
    • Value Identification

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    Manager, Accounts CPT

    Job Description

    • Promotes sales in liaison with brokers and financial institution's leads and services brokers.  Receives requests for quotations from clients or  Stakeholders and provides a packaged solution based on client needs.
    • Actively promotes company products.Promotes sales in liaison with brokers and financial institution's leads and services brokers.  Receives requests for quotations from clients or  Stakeholders and provides a packaged solution based on client needs. Actively promotes company products.

    Qualifications

    Type of Qualification:

    • Minimum NQF5 FAIS Accredited Qualification (Degree Preferred)
    • Regulatory Exam Certificate (RE5) 
    • Registered FSP Representative (Category 1.6)
    • Must be fully FAIS Compliant   
    • Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial Solvency

    Experience Required

    • Experience as determined by FAIS legislation. 
    • A minimum of 5 years previous working experience in commercial short-term insurance either as a Broker or Insurer. Bancassurance experience advantageous.
    • Sound knowledge of commercial insurance practices, procedure’s and products.
    • A good working knowledge of FAIS and FICA legislation.
    • Sales and negotiation skills.
    • Excellent verbal and written communication skills.
    • A minimum of 5 years previous working experience in Short term insurance is preferable to gain practical exposure to banking principles and to establish credible relationships.

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Challenging Ideas
    • Checking Things
    • Documenting Facts
    • Establishing Rapport
    • Examining Information
    • Exploring Possibilities
    • Following Procedures
    • Interacting with People
    • Interpreting Data
    • Making Decisions
    • Managing Tasks
    • Meeting Timescales
    • Producing Output
    • Providing Insights
    • Resolving Conflict
    • Seizing Opportunities
    • Taking Action
    • Team Working
    • Upholding Standards

    Technical Competencies:

    • Client Acceptance Review
    • Underwriting and Pricing Risk
    • Claims Knowledge
    • Risk Perception and Assessment
    • Underwriting Process
    • Insurance Principles
    • Underwriting Management
    • Insurance Products and Services

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    Auditor, Internal Audit - Credit and Trade Finance

    Job Description

    • To execute the audit process effectively within relevant stakeholder environments by demonstrating a clear understanding to independently and objectively provide assurance and advice that enables client centric risk management.

    Qualifications

    • Type of Qualification: First Degree
    • Field of Study: Audit

    Experience Required

    Internal Audit

    • Internal Audit
    • 1-2 years
    • Working with data Experience analysing and interpreting data and understanding IT controls.
    • 3-4 years
    • General business and or audit experience.

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Articulating Information
    • Checking Things
    • Developing Expertise
    • Documenting Facts
    • Examining Information
    • Interacting with People
    • Interpreting Data
    • Meeting Timescales
    • Producing Output
    • Team Working
    • Upholding Standards

    Technical Competencies:

    • Audit Project Management
    • Audit Report Writing
    • IA Data Analysis
    • IA Technology Application
    • Internal Auditing
    • Maintain IA Professional Practices

    go to method of application »

    Auditor, Internal Audit - Technology, Payments & Operations

    Job Description

    • To execute the audit process effectively within relevant stakeholder environments by demonstrating a clear understanding to independently and objectively provide assurance and advice that enables client centric risk management.

    Qualifications

    • Type of Qualification: First Degree
    • Field of Study: Audit

    Experience Required
    Internal Audit

    • Internal Audit
    • 1-2 years
    • Working with data Experience analysing and interpreting data and understanding IT controls.
    • 3-4 years
    • General business and or audit experience.

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Articulating Information
    • Checking Things
    • Developing Expertise
    • Documenting Facts
    • Examining Information
    • Interacting with People
    • Interpreting Data
    • Meeting Timescales
    • Producing Output
    • Team Working
    • Upholding Standards

    Technical Competencies:

    • Audit Project Management
    • Audit Report Writing
    • IA Data Analysis
    • IA Technology Application
    • Internal Auditing
    • Maintain IA Professional Practices

    go to method of application »

    Personal Assistant

    Job Description

    • To provide end-to-end secretarial support to an Executive(s) by acting as the first point of contact to ensure all administrative requirements are handled within the required timeframes and standards.

    Qualifications

    • MatricDiploma or Degree
    • Field of Study: Office Administration

    Experience required

    • 3-10 years Experience in all aspects of supporting a senior persons in the management of their office or administrative or business Support requirements.

    Additional Information

    Behavioural Competencies:

    • Adopting Practical Approaches
    • Articulating Information
    • Challenging Ideas
    • Establishing Rapport
    • Following Procedures
    • Impressing People
    • Interacting with People
    • Interpreting Data
    • Managing Tasks
    • Showing Composure
    • Taking Action
    • Upholding Standards

    Technical Competencies:

    • Diary Management
    • Email Monitoring
    • Meeting Logistics
    • Procurement Process
    • Travel Arrangements
    • Written Communication

    go to method of application »

    Executive Financial Planner- Claremont

    Job Description

    • 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

    Minimum Qualification

    • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
    • 120 credits or Qualification aligned with FAIS and FSCA requirements
    • RE 5: Representatives

    Experience

    • 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

    Behavioural Competencies:

    • 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

    Technical Competencies:

    • Financial Acumen
    • Financial Analysis
    • Financial Industry Regulatory Framework
    • Financial Planning
    • Interpreting Financial Statements
    • Legal Compliance

    go to method of application »

    Planner, Financial, Executive

    Job Description

    • 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

    Minimum Qualification

    • NQF level 6-7 Qualification (Advanced Diploma OR Degree)
    • 120 credits or Qualification aligned with FAIS and FSCA requirements
    • RE 5: Representatives

    Experience

    • 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

    Behavioural Competencies:

    • 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

    Technical Competencies:

    • Financial Acumen
    • Financial Analysis
    • Financial Industry Regulatory Framework
    • Financial Planning
    • Interpreting Financial Statements
    • Legal Compliance

    Method of Application

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