Job PurposeTo provide appropriate financial and estate planning advice to a selected portfolio / segment of Standard Bank customers and offer appropriate financial solutions to solve for their financial needs through the set digital framework of V&DKey Responsibilities/AccountabilitiesFinancial and estate planning advice and financial solutionsProspects for new business opportunities in the selected segments and explore business expansion opportunities with existing clients. Contributes to the enablement of a universal services organisation by identifying other relevant opportunities / leads and advising relevant business partners accordingly.Analyses and assesses clients' current and future financial and estate planning needs.Develops appropriate proposals in line with customer requirements and in line with suite of existing solutions (e.g., prepare quote, issue and amend quote, record advice, fulfil contract and requirement management).Applies product and service knowledge to meet client needs. This includes providing financial and estate planning advice to clients as well as the packaging, structuring and tailoring of financial solutions to secure profitable business in the identified market segment.
Responsibilities + Skills
Provides input and feedback on the suitability of solutions to relevant stakeholders (e.g., Product, Wealth, etc.) based on interactions with customers.Maximises utilisation of the internal and external network to achieve business objectives and targets.
Establishes and builds strong relationships with staff within own network (i.e., branch, suite) in order to maximise business opportunities.Acts as SME for all SBFC (V&G) matters and provides appropriate support and guidance to staff (e.g., service consultants within Voice & Digital).