Relationship Banking Adviser — Financial Planning Expert

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

Job summary

A leading financial institution in Pietermaritzburg is seeking a FAIS licensed financial adviser to guide clients through comprehensive financial planning. Responsibilities include conducting Financial Needs Analysis (FNA), presenting recommendations, and maintaining client relationships. Applicants should possess a Bachelor’s degree and exhibit strong sales techniques and communication skills. This role offers opportunities for personal growth and adhering to regulatory compliance standards. Join us in driving financial well-being for our clients.

Benefits

Competitive commission structure

Comprehensive training programs

Qualifications

• FAIS licensed financial adviser required for guiding clients through financial planning.
• Bachelor's degree or equivalent needed.
• Experience in client relationship management preferred.

Responsibilities

• Establish and maintain professional relationships with stakeholders.
• Conduct regular reviews of client needs and adapt solutions accordingly.
• Prepare and present financial product recommendations to clients.

Skills

Financial Needs Analysis

Client relationship management

Sales techniques

Communication skills

Mentoring

Education

Bachelor’s Degrees and Advanced Diplomas

Tools

Financial analysis tools

Bancassurance structure

Job description

A leading financial institution in Pietermaritzburg is seeking a FAIS licensed financial adviser to guide clients through comprehensive financial planning. Responsibilities include conducting Financial Needs Analysis (FNA), presenting recommendations, and maintaining client relationships. Applicants should possess a Bachelor’s degree and exhibit strong sales techniques and communication skills. This role offers opportunities for personal growth and adhering to regulatory compliance standards. Join us in driving financial well-being for our clients.