Financial Adviser Aifa : Relationship Banking Private Bank

Absa Group; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A prominent bank in Africa seeks a professional to identify life risk and advise clients on their life assurance needs. The role involves providing tailored solutions for long-term assurance, maintaining stakeholder relationships, and achieving sales targets. Candidates must possess a relevant bachelor's degree and meet the regulatory requirements outlined by the FAIS Act. Be part of a team that is redefining finance in Africa with an opportunity to grow within a reputable institution.

Qualifications

• FAIS Fit and Proper Requirements applicable to this role.
• Experience as per the FAIS Act and regulatory requirements.
• Continuous Professional Development and product-specific training once onboarded.

Responsibilities

• Provide solutions for clients' long term assurance and financial planning needs.
• Establish and maintain professional relationships with all stakeholders.
• Meet sales and/or growth targets.

Skills

Client relationship management

Financial planning

Sales target achievement

Personal development

Education

Bachelor's degree in Business, Commerce or Management Studies

Job description

Overview

Empowering Africa's tomorrow, together...one 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.

Responsibilities

• 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.
• 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.

Qualifications & Requirements

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 StandingEducationBachelor`s Degrees and Advanced Diplomas : Business, Commerce and Management Studies (Required)Absa Bank Limited is an equal opportunity, affirmative action employer.

Employment Equity

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