Relationship Banking Adviser — Financial Planning Expert

Absa Group; Richards Bay; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services institution is seeking a Financial Adviser in Richards Bay, KwaZulu-Natal. The ideal candidate will follow defined financial planning steps to provide tailored advice to clients on investments, insurance, and estate planning. Responsibilities include conducting financial needs assessments, presenting solutions, and maintaining client relationships. A Bachelor's degree in Accounting and strong sales skills are essential. The position offers opportunities for personal and professional development while working within a dynamic team.

Benefits

Professional development opportunities

Performance incentives

Qualifications

• Experience in financial planning and advisory services.
• Strong communication skills for client interactions.
• Ability to conduct thorough financial analysis.

Responsibilities

• Establish and maintain professional relationships with clients.
• Conduct Financial Needs Analysis for clients.
• Prepare and present financial solutions and recommendations.
• Achieve sales and growth targets through business development.
• Manage commission and client database effectively.
• Ensure compliance with regulatory requirements.

Skills

Financial Needs Analysis

Client Relationship Management

Sales and Networking

Financial Planning

Product Knowledge

Education

Bachelor’s Degree in Accounting

National Senior Certificate/Matric

Tools

Financial Needs Analysis tool (Avalon)

Job description

A leading financial services institution is seeking a Financial Adviser in Richards Bay, KwaZulu-Natal. The ideal candidate will follow defined financial planning steps to provide tailored advice to clients on investments, insurance, and estate planning. Responsibilities include conducting financial needs assessments, presenting solutions, and maintaining client relationships. A Bachelor's degree in Accounting and strong sales skills are essential. The position offers opportunities for personal and professional development while working within a dynamic team.