Relationship Banking Financial Adviser: Life & Planning

Absa Bank; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution seeks a Financial Adviser to provide life assurance advice and manage client relationships. The role requires a Bachelor's degree in Business or similar fields and adherence to FAIS regulations. Responsibilities include identifying client needs, offering tailored solutions, maintaining stakeholder relationships, and meeting sales targets. This position is integral to building a sustainable adviser practice within the bank's growth framework.

Qualifications

• Experience in managing client portfolio for long-term assurance needs.
• Ability to review and provide tailored financial solutions.
• Understanding of FAIS regulations and compliance requirements.

Responsibilities

• Identify client's life assurance needs and provide solutions.
• Build and maintain professional relationships with stakeholders.
• Meet sales and growth targets to develop a sustainable adviser practice.

Skills

Client relationship management

Sales and growth targets

Financial planning

Legal compliance (FAIS)

Personal development

Education

Bachelor’s degree in Business, Commerce, or Management Studies

Job description

A leading financial institution seeks a Financial Adviser to provide life assurance advice and manage client relationships. The role requires a Bachelor's degree in Business or similar fields and adherence to FAIS regulations. Responsibilities include identifying client needs, offering tailored solutions, maintaining stakeholder relationships, and meeting sales targets. This position is integral to building a sustainable adviser practice within the bank's growth framework.