Advisor, Account at Standard Bank Group

JOB DESCRIPTION

Supports the / Account Managers in servicing a portfolio of Business, Corporate and Commercial clients, through ensuring that the legislative and regulatory requirements of the broking processes are adhered to.

QUALIFICATIONS

• Completed Matric
• Commercial Short-term Insurance and fully FAIS Compliant
• Full FSCA Recognised Qualification
• Regulatory Exam Certificate (RE5)
• Registered FSP Representative (Category 1 and Sub-Category 1.6)

Experience

• 3 - 4 years knowledge and understanding of the applicable provisions of the general code of conduct of authorized financial services providers and representatives (FSB Board Notice 80)
• Have a basic understanding of the financial intelligence centre act (FICA), Act 38 of 2001, and the money laundering provisions of the Prevention of Organized Crime Act
• Client services orientated

ADDITIONAL INFORMATION

Behavioural Competencies

• Following Procedures
• Checking Details
• Adopting Practical Approaches
• Developing Strategies
• Completing Tasks

Technical Competencies

• Insurance Processing
• Insurance Risk Management
• Insurance Products
• Insurance Risk Management
• Insurance Risk Management