Relationship Banking FAIS Adviser — Grow Client Portfolio

Absa Bank Limited; Stellenbosch; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A prominent South African bank is looking for a licensed financial adviser to conduct comprehensive financial needs analyses and provide tailored recommendations to clients. The ideal candidate will establish and maintain professional relationships, meet sales targets, and manage their commission earnings. A Bachelor's degree in Accounting and experience in client management are required. This role offers a chance to contribute significantly to the bank's growth and client satisfaction while maintaining compliance with regulatory standards.

Benefits

Training and Development Programs

Performance-based Bonuses

Comprehensive Healthcare

Qualifications

• FAIS licensed financial adviser with comprehensive product knowledge.
• Experience in managing client portfolios and conducting regular reviews.
• Strong understanding of sales processes and client engagement strategies.

Responsibilities

• Conduct Financial Needs Analysis for clients to offer tailored solutions.
• Build and maintain professional relationships with stakeholders.
• Meet sales and growth targets through effective planning and execution.
• Manage commission earnings and maintain accurate documentation.

Skills

Financial Needs Analysis

Client Relationship Management

Sales Strategies

Investment Knowledge

Regulatory Compliance

Education

Bachelor's Degrees and Advanced Diplomas in Accounting

Job description

A prominent South African bank is looking for a licensed financial adviser to conduct comprehensive financial needs analyses and provide tailored recommendations to clients. The ideal candidate will establish and maintain professional relationships, meet sales targets, and manage their commission earnings. A Bachelor's degree in Accounting and experience in client management are required. This role offers a chance to contribute significantly to the bank's growth and client satisfaction while maintaining compliance with regulatory standards.