Financial Adviser AIFA: Relationship Banking Private Bank (FAIS)

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

Job summary

A leading financial institution in Cape Town is seeking an experienced advisor to identify life risks and provide tailored assurance solutions. You will maintain professional relationships with various stakeholders, meet sales targets, and ensure compliance with regulatory requirements. A Bachelor's degree in Business, Commerce or Management Studies is required. Join us to be part of this exciting growth journey.

Qualifications

• Experience in financial advisory or assurance roles.
• Understanding of regulatory requirements in financial services.
• Ability to build sustainable adviser practice.

Responsibilities

• Identify life risks and advise clients on assurance needs.
• Maintain professional relationships with stakeholders.
• Achieve sales and growth targets.

Skills

Client relationship management

Sales targets achievement

Financial planning

Education

Bachelor's Degrees and Advanced Diplomas in Business, Commerce and Management Studies

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 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 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.