Private Banking Life & Financial Planning Adviser

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

Job summary

A leading financial institution in Cape Town seeks a Life Assurance Advisor to identify client needs and provide tailored financial planning solutions. The role involves establishing client relationships, meeting sales targets, and ensuring compliance with regulatory standards. Candidates must possess a Bachelor's degree in Business or related fields and have the ability to manage their commission earnings effectively. This position offers a great opportunity to grow in a supportive environment.

Qualifications

• Absa Bank Limited is an equal opportunity employer.
• Required to manage own commission earnings and meet sales targets.
• Must fulfill FAIS Fit and Proper Requirements.

Responsibilities

• Identify clients' life assurance needs and provide appropriate advice.
• Build and maintain professional relationships with clients and stakeholders.
• Regularly review client's portfolio for optimal financial solutions.

Skills

Relationship Management

Sales Target Achievement

Financial Planning

Integrity

Education

Bachelor's Degree in Business, Commerce, or Management

Job description

A leading financial institution in Cape Town seeks a Life Assurance Advisor to identify client needs and provide tailored financial planning solutions. The role involves establishing client relationships, meeting sales targets, and ensuring compliance with regulatory standards. Candidates must possess a Bachelor's degree in Business or related fields and have the ability to manage their commission earnings effectively. This position offers a great opportunity to grow in a supportive environment.