Corporate Broker Gauteng

To achieve the SBIB goals for the CBI, Corporate and Multinational Account offering, income and profit budgets by way of managing the behaviour of staff and relationships with the corporate and multinational’s staff members and clients through training, support, and motivation. To ensure on-going and successful placement of insurance policies locally and globally. Ensure efficient support and assistance to the corporate and multinational clients on all levels in terms of the insurance offerings. To implement strategic objectives and identify opportunities that become available. To regularise all insurance covers and manage compliance issues as required in each country globally. Ensure continuous awareness of the Insurance offerings within the appropriate environments. Work close with all partners and clients to achieve the goals as set out by CBI.

Type of Qualification: Minimum qualification – Grade 12/Matric Certificate together with a relevant business degree or similar [majors in Risk, Finance, Insurance will be an advantage] Full Qualification as recognised by the Registrar. Postgraduate or professional qualification in risk and relevant experience an advantage Be prepared to write and pass KI examination should this be required and requested. Must have passed FAIS exams min 60 credits – qualification and experience as determined by “Fit and Proper Requirements” of the FAIS legislation.

Experience Required

Wealth and Investment

Personal and Private Banking 5-7 years Knowledge of regulatory and legislative requirements in the banking industry. Experience in a client facing environment fulfilling demand (credit/banking/operations), with a focus on maintaining high standards of service and problem resolution. An understanding of products and services available to clients. Experience of working in a similar environment or operations would be preferred.

Adopting Practical Approaches Challenging Ideas Checking Things Documenting Facts Establishing Rapport Examining Information Exploring Possibilities Following Procedures Interacting with People Interpreting Data Making Decisions Managing Tasks Meeting Timescales Producing Output Providing Insights Resolving Conflict Seizing Opportunities Taking Action Team Working Upholding Standards

Banking Process & Procedures Credit Delivery Customer Understanding ( Consumer Banking) Operations Risk Management Product Knowledge (Consumer Banking)