Job Description

Job Overview

Business Segment:

Insurance & Asset Management

Location:

ZA, GP, Roodepoort, 4 Ellis Street

Job Type:

Full-time

Job Ref ID:

80446055A-0001

Date Posted:

10/8/2025







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)

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 +27 800222050 or TransactionFraudOpsSA@standardbank.co.za