Financial Adviser Aifa : Relationship Banking Private Bank (Fais)

Absa Bank; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution seeks a Financial Adviser to provide life assurance advice and manage client relationships. The role requires a Bachelor's degree in Business or similar fields and adherence to FAIS regulations. Responsibilities include identifying client needs, offering tailored solutions, maintaining stakeholder relationships, and meeting sales targets. This position is integral to building a sustainable adviser practice within the bank's growth framework.

Qualifications

• Experience in managing client portfolio for long-term assurance needs.
• Ability to review and provide tailored financial solutions.
• Understanding of FAIS regulations and compliance requirements.

Responsibilities

• Identify client's life assurance needs and provide solutions.
• Build and maintain professional relationships with stakeholders.
• Meet sales and growth targets to develop a sustainable adviser practice.

Skills

Client relationship management

Sales and growth targets

Financial planning

Legal compliance (FAIS)

Personal development

Education

Bachelor’s degree in Business, Commerce, or Management Studies

Job description

Financial Adviser AIFA – Relationship Banking Private Bank (FAIS). Locations: Cape Town. Time type: Full time. End Date: November 30.

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.
• 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.