Branch Financial Advisor – Grow Client Portfolios

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Cape Town seeks a client advisor to promote financial products and provide excellent client service. Responsibilities include understanding client needs, managing profiles, and ensuring compliance. Ideal candidates should have a Matric and be FAIS compliant, with a passion for helping clients achieve their financial goals. This position offers a collaborative and supportive work environment.

Qualifications

• Must have knowledge of SRM product ranges and client financial goals.
• Must conduct due diligence on clients to identify risks.
• Adhere to compliance and quality standards.

Responsibilities

• Promote financial products and increase market share.
• Manage and service client profiles effectively.
• Report on daily activities and manage client queries.

Skills

Financial advice

Client service

Risk identification

Compliance adherence

Education

Matric (Grade 12)

FAIS Compliant (Wealth Management)

RE5 advantageous

Job description

A leading financial services provider in Cape Town seeks a client advisor to promote financial products and provide excellent client service. Responsibilities include understanding client needs, managing profiles, and ensuring compliance. Ideal candidates should have a Matric and be FAIS compliant, with a passion for helping clients achieve their financial goals. This position offers a collaborative and supportive work environment.