Strategic Financial Adviser & Client Relationship Architect

Absa Bank Limited; Durban; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider in Durban is seeking a FAIS licensed financial adviser to establish client relationships and conduct financial needs analysis. You will prepare tailored recommendations and monitor client portfolios to ensure ongoing suitability of solutions. Candidates should possess a Bachelor's degree in Accounting and strong sales techniques. A commitment to continuous personal development and maintaining FAIS compliance is required. The role offers a dynamic work environment with growth opportunities.

Benefits

Training and development programs

Opportunity for career advancement

Performance bonuses

Qualifications

• Proven experience in client relationship management.
• Effective communication skills are essential.
• Ability to conduct comprehensive financial needs analysis.

Responsibilities

• Establish and maintain professional relationships with all stakeholders.
• Assess client's financial needs and prepare recommendations.
• Conduct regular reviews of client needs and solutions.

Skills

Client Relationship Management

Financial Needs Analysis

Sales Techniques

Communication

Education

Bachelor's Degree in Accounting or related field

National Senior Certificate/Matric

Tools

Financial Needs Analysis tool (Avalon)

Job description

A leading financial services provider in Durban is seeking a FAIS licensed financial adviser to establish client relationships and conduct financial needs analysis. You will prepare tailored recommendations and monitor client portfolios to ensure ongoing suitability of solutions. Candidates should possess a Bachelor's degree in Accounting and strong sales techniques. A commitment to continuous personal development and maintaining FAIS compliance is required. The role offers a dynamic work environment with growth opportunities.