Head, Wealth Insure
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Job Location:
Roodepoort - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
To be accountable for a portfolio of high value (Private Banking) and ultra high value (Wealth & Investments) clients by providing bespoke financial advice regarding short-term insurance in order to maximize the value of the business relationship and ensure profitability for SIL.
Qualifications :
Type of Qualification: First Degree
Field of Study: Business Commerce
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative; KI
Experience Required
8-10 years: The role requires relevant experience with specialist and technical knowledge in the financial services industry in Wealth Management in the HNW environment.
5 - 10 years in Short-term Insurance experience in Sales Underwriting Insurance Portfolio Management for HNW clients.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Challenging & Generating Ideas
- Convincing People
- Developing Expertise & Strategies
- Documenting Facts
- Establishing Rapport
- Exploring Possibilities & Embracing Change
- Interpreting Data
- Making Decisions & Meeting Timescales
- Resolving Conflict
- Seizing Opportunities Providing Insights
- Understanding People & Upholding Standards
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Cross and Up-Selling
- Customer Understanding (Consumer Banking)
- Financial Analysis
- Mind of Customer Experience
- Product Knowledge (Consumer Banking)
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients ... View more
