In-Branch Financial Advisor: Client Service & Growth

Sanlam Limited; Komani; On-site; ZAR 200 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a proactive individual to deliver sound financial advice and enhance client retention in their branch. The role involves understanding clients' financial needs, managing portfolios, and ensuring compliance with industry standards. Candidates should have a Grade 12 certificate, relevant financial qualifications, and a commitment to exceptional client service. Opportunities for growth are available within a diverse and inclusive environment.

Qualifications

• Matric (Grade 12) essential.
• RE5 advantageous.
• FAIS Compliant (Wealth Management) per DOFA requirements.
• Class of Business training needed within 12 months.

Responsibilities

• Promote products and increase market share.
• Provide sound financial advice in Branch context.
• Manage and review implications of product changes on customer portfolios.
• Responsible for in-branch client service and retention.

Job description

A leading financial services provider in South Africa is seeking a proactive individual to deliver sound financial advice and enhance client retention in their branch. The role involves understanding clients' financial needs, managing portfolios, and ensuring compliance with industry standards. Candidates should have a Grade 12 certificate, relevant financial qualifications, and a commitment to exceptional client service. Opportunities for growth are available within a diverse and inclusive environment.