Relationship Banking Adviser — FAIS Licensed & AIFA

Absa Group; White River; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in South Africa is seeking a licensed financial adviser to execute financial planning. You will be responsible for client introductions, conducting financial needs analyses, and providing tailored advice on investment and insurance solutions. The ideal candidate will maintain client relationships and achieve set sales targets while ensuring ongoing compliance. A Bachelor's degree and relevant qualifications are required for success in this role.

Qualifications

• Must be a licensed financial adviser under FAIS with a strong ability in financial needs analysis.
• Experience in investment, life insurance, and estate planning is essential.
• Ability to maintain a Fit and Proper status at all times.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Conduct Financial Needs Analysis and present appropriate solutions.
• Meet sales and growth targets while managing commission earnings.

Skills

Financial analysis

Client relationship management

Sales skills

Communication

Education

Bachelor's Degree in Accounting or related field

National Senior Certificate/ Matric (Grade 12)

Job description

A leading financial institution in South Africa is seeking a licensed financial adviser to execute financial planning. You will be responsible for client introductions, conducting financial needs analyses, and providing tailored advice on investment and insurance solutions. The ideal candidate will maintain client relationships and achieve set sales targets while ensuring ongoing compliance. A Bachelor's degree and relevant qualifications are required for success in this role.