Possess a diploma/ degreeorPossess prior working experience in the financial services industry.
Demonstrate understanding of wealth advisory products suitable for retail clients as well as maintain awareness of wealth advisory industry trends and developments.
Portable from IBF Standards - Retail Banking (Level 1) to IBF Standards - Priority Banking (Level 1) subject to bridging
Exemption for this Competency Unit available upon completion of the Capital Markets &Financial Advisory Services (CMFAS) Modules 8, 8A and 9
Demonstrate understanding of relevant laws and regulations as well as awareness of industry trends and developments relating to wealth advisory.
Portable between IBF Standards – Retail Banking (IBF Level 1) and Financial Planning (Level 1)
Portable from IBF Standards - Retail Banking (Level 1) to IBF Standards - Priority Banking (Level 1) subject to bridging
Exemption for this Competency Unit available upon completion of the Capital Markets & Financial Advisory Services (CMFAS) Module 5
Exemption for this Competency Unit available upon completion of the IBF Standards - Financial Planning (Level 1)
Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.
Portable from IBF Standards - Retail Banking (Level 1) to IBF Standards - Priority Banking (Level 1) subject to bridging
Exemption for this Competency Unit available upon completion of the IBF Standards - Financial Planning (Level 1)
Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures.
Portable from IBF Standards - Retail Banking (Level 1) to IBF Standards - Priority Banking (Level 1) subject to bridging
Exemption for this Competency Unit available upon completion of the IBF Standards - Financial Planning (Level 1)
Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommending suitable in-house "off the shelf" financial solutions, and executing clients’ instructions on their banking and financial transactions.
Portable from IBF Standards - Retail Banking (Level 1) to IBF Standards - Priority Banking (Level 1) subject to bridging
Exemption for this Competency Unit available upon completion of the IBF Standards - Financial Planning (Level 1)
Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
Portable between IBF Standards – Retail Banking (IBF Level 1) and IBF Standards – Priority Banking (IBF Level 1)
Exemption for this Competency Unit available upon completion of the IBF Standards - Financial Planning (Level 1)