Relationship Banking FAIS Adviser — Grow Client Portfolio

Absa Bank Limited; Tzaneen; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A well-established financial institution in South Africa is looking for a FAIS licensed financial adviser. The role involves conducting financial needs analyses and providing tailored investment and insurance solutions to clients. Candidates should have Bachelor's degrees or advanced diplomas in relevant fields and the ability to foster strong client relationships. Success will depend on adherence to regulatory guidelines and achieving sales targets, ensuring long-term growth and client satisfaction.

Qualifications

• FAIS licensed financial adviser requirements.
• Understanding of various investment and insurance products.
• Ability to conduct Financial Needs Analysis (FNA).

Responsibilities

• Establish and maintain professional relationships with clients.
• Assess client needs and recommend financial solutions.
• Meet sales and growth targets through effective planning.

Education

Bachelor's Degrees and Advanced Diplomas: Accounting

National Senior Certificate/ Matric (Grade 12)

Job description

A well-established financial institution in South Africa is looking for a FAIS licensed financial adviser. The role involves conducting financial needs analyses and providing tailored investment and insurance solutions to clients. Candidates should have Bachelor's degrees or advanced diplomas in relevant fields and the ability to foster strong client relationships. Success will depend on adherence to regulatory guidelines and achieving sales targets, ensuring long-term growth and client satisfaction.