Adviser: Virtual II (FAIS)

absa; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Absa Bank Limited is seeking a telephonic financial planning advisor in Johannesburg to deliver holistic advisory solutions and manage client portfolios. The role requires building professional relationships across stakeholders and achieving growth targets while adhering to FAIS guidelines and RE5 requirements.

The ideal candidate holds an FETC or equivalent, demonstrates robust regulatory knowledge, and commits to ongoing professional development in a banking environment.

Qualifications

• Strong communication and interpersonal skills for telephonic advisory.
• Ability to meet sales and growth targets within FAIS guidelines.
• Experience handling client and stakeholder relationships in a bank environment.

Responsibilities

• Establish and maintain professional relationships with clients, bank personnel and partners.
• Telephonically achieve sales and growth targets while maintaining service quality.
• Commit to personal development and FAIS regulatory requirements (RE5, regulatory exams).

Skills

Communication skills

Sales targets

Relationship building

FAIS compliance

RE5 knowledge

Education

FETC

Job description

Empowering Africa's tomorrow, together...one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.

Job Description

Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Experience As Per the FAIS ActProduct Specific Training once OnboardedClass Of Business TrainingContinuous Professional DevelopmentAttest To Honesty, Integrity, and Good Standing

Education

Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised