Job Title: EE Manager
Job # 1393075/3643: EE Manager, Trust & Estate Planning, Rosebank
Market Related Salary
Johannesburg, South Africa (Gauteng)
Permanent senior level position at Standard Bank of South Africa in the Financial industry.
Benefits: Group Retirement Fund, Medical Aid Fund, Performance Bonus, Preferential Financial Rates, 25 Working Days Leave and Other Attractive Staff Benefits..
Posted by Standard Bank of South Africa on 23/05/2012 Standard Bank of South Africa
Job Purpose
To render an efficient, rapid, cost effective and technically proficient estate planning service through own efforts thereby maximising client satisfaction and increasing the Company's share of executors' commission, Trustees fees and asset management business.
The provision of full support to Standard Bank and Standard Bank Financial Consultancy to achieve the objectives
Key Result Areas
Conducting estate planning interviews and taking Will instructions.
The review of existing Wills.
Keeping number of unsigned Wills to a minimum.
Submission of monthly, quarterly and annual Returns.
Promotion of our core products.
Interaction with Standard Bank Regional and Branch Managers, Private Banking Suite Heads and Private Bankers and SBFC Financial Advisors.
Training - Standard Bank and SET staff.
The ideal candidate will have the following competencies:
Ability
The ability to sell as well as having successful sales closure skills is essential.
Ability to motivate Distribution Channel and generate qualified leads.
Dealing with people at all levels (customers, management and consultants).
Ability to work in a pressurised environment.
Experience
Knowledge and understanding of financial services and products would be an advantage.
5 to 10 years experience in Trust and Estate Planning and related fields
Knowledge and understanding of wills drafting, estate planning, trust and estates is essential.
Knowledge
A relevant tertiary qualification (B.Comm / CAIB / CFP / Trust or Estate Diploma) is essential
Standard Bank is a South African-based financial services company with a global presence. Standard Bank believes that it is through their people that they will succeed and that only by working together will they make their offering to its customers. Standard Bank - Moving Forward.
Apply online before 22/06/2012.
How to Apply:
http://standardbank.careerjunction.co.za/car/job/joblst.asp?pageno=A&adv=-1&inf=0&comtype=3&comloc=-1&reczoneNo=-1&cofilter=0&cokeywords=0&cotype=all
Deadline:22nd June 2012
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