Financial Adviser Aifa : Relationship Banking Private Bank

Absa Group Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Cape Town seeks a Life Assurance Advisor to identify client needs and provide tailored financial planning solutions. The role involves establishing client relationships, meeting sales targets, and ensuring compliance with regulatory standards. Candidates must possess a Bachelor's degree in Business or related fields and have the ability to manage their commission earnings effectively. This position offers a great opportunity to grow in a supportive environment.

Qualifications

• Absa Bank Limited is an equal opportunity employer.
• Required to manage own commission earnings and meet sales targets.
• Must fulfill FAIS Fit and Proper Requirements.

Responsibilities

• Identify clients' life assurance needs and provide appropriate advice.
• Build and maintain professional relationships with clients and stakeholders.
• Regularly review client's portfolio for optimal financial solutions.

Skills

Relationship Management

Sales Target Achievement

Financial Planning

Integrity

Education

Bachelor's Degree in Business, Commerce, or Management

Job description

Empowering Africa's tomorrow, story at a time. With over 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 Identify The Life (Long Term) Risk And Give Advice To Clients On Their Life Assurance Needs Using The Limited Architecture Framework.

To Provide Solutions For The Client's Long Term Assurance And Financial Planning Needs By Regularly Reviewing The Client's Portfolio In Order To Build A Sustainable Adviser Practice.

Job Description: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser : Support staff).

Meet sales and / or growth targets.

Manage own commission earnings.

Practice management.

Personal development.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing Education Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required) Absa Bank Limited is an equal opportunity, affirmative action employer.

In compliance with the Employment Equity Act 55 of

• 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