Relationship Banking Adviser — Financial Planning Expert

Absa Group; Durban; On-site; ZAR 50 000 - 90 000; Full time

Job summary

A prominent financial institution seeks a licensed financial adviser in Durban. This role involves establishing client relationships, conducting financial needs analyses, and implementing tailored investment solutions. The ideal candidate should possess a Bachelor’s degree or advanced diploma and demonstrate strong skills in client management and sales. This job offers competitive commission structures and ongoing training to maintain compliance and professionalism, fostering personal and professional growth.

Qualifications

• Must be a FAIS licensed financial adviser.
• Experience in client engagement and financial planning.
• Ability to conduct regular client reviews.

Responsibilities

• Establish and maintain professional relationships with clients.
• Conduct Financial Needs Analysis for clients.
• Prepare and present financial recommendations to clients.

Skills

Client relationship management

Financial Needs Analysis

Sales acumen

Education

Bachelor’s Degree or Advanced Diploma

Job description

A prominent financial institution seeks a licensed financial adviser in Durban. This role involves establishing client relationships, conducting financial needs analyses, and implementing tailored investment solutions. The ideal candidate should possess a Bachelor’s degree or advanced diploma and demonstrate strong skills in client management and sales. This job offers competitive commission structures and ongoing training to maintain compliance and professionalism, fostering personal and professional growth.