Impactful Financial Adviser – Everyday Banking

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

Job summary

A leading financial institution in South Africa seeks a Financial Adviser AIFA to build client relationships and provide tailored financial solutions. Responsibilities include assessing client needs and presenting recommendations in compliance with FAIS regulations. The ideal candidate will have relevant qualifications, exceptional sales skills, and a strong understanding of financial products. Join a dynamic team to help clients achieve their financial goals while reaching your own sales targets.

Qualifications

• Establish and maintain professional relationships with clients and stakeholders.
• Meet sales and growth targets through strategic networking and analysis.
• Conduct compliance checks and maintain accurate client records.

Responsibilities

• Prepare recommendations based on client needs and present to clients.
• Review portfolios annually and maintain relationships.
• Recruit and coach Advisers' assistants for knowledge development.

Skills

Client relationship management

Sales targeting

Financial analysis

Networking

Compliance knowledge

Education

Relevant financial qualifications

Tools

Financial Needs Analysis tool

Job description

A leading financial institution in South Africa seeks a Financial Adviser AIFA to build client relationships and provide tailored financial solutions. Responsibilities include assessing client needs and presenting recommendations in compliance with FAIS regulations. The ideal candidate will have relevant qualifications, exceptional sales skills, and a strong understanding of financial products. Join a dynamic team to help clients achieve their financial goals while reaching your own sales targets.