Private Banking: Life & Wealth Advisor

Absa Group; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A prominent bank in Africa seeks a professional to identify life risk and advise clients on their life assurance needs. The role involves providing tailored solutions for long-term assurance, maintaining stakeholder relationships, and achieving sales targets. Candidates must possess a relevant bachelor's degree and meet the regulatory requirements outlined by the FAIS Act. Be part of a team that is redefining finance in Africa with an opportunity to grow within a reputable institution.

Qualifications

• FAIS Fit and Proper Requirements applicable to this role.
• Experience as per the FAIS Act and regulatory requirements.
• Continuous Professional Development and product-specific training once onboarded.

Responsibilities

• Provide solutions for clients' long term assurance and financial planning needs.
• Establish and maintain professional relationships with all stakeholders.
• Meet sales and/or growth targets.

Skills

Client relationship management

Financial planning

Sales target achievement

Personal development

Education

Bachelor's degree in Business, Commerce or Management Studies

Job description

A prominent bank in Africa seeks a professional to identify life risk and advise clients on their life assurance needs. The role involves providing tailored solutions for long-term assurance, maintaining stakeholder relationships, and achieving sales targets. Candidates must possess a relevant bachelor's degree and meet the regulatory requirements outlined by the FAIS Act. Be part of a team that is redefining finance in Africa with an opportunity to grow within a reputable institution.