Strategic Financial Adviser & Client Relationship Architect

Absa Bank Limited; Pietermaritzburg; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A major local bank is seeking a licensed financial adviser to provide comprehensive financial planning services. The successful candidate will analyze client needs, recommend suitable financial products, and build professional relationships with clients and stakeholders. The ideal applicant will have a background in finance and strong sales skills. Successful advisers will manage their own commission earnings and ensure compliance with regulations. This role is critical in helping clients achieve their financial goals.

Qualifications

• FAIS licensing required for financial advisor role.
• Strong sales and client management skills needed.
• Experience in financial planning and analysis preferred.

Responsibilities

• Conduct Financial Needs Analysis to provide tailored advice.
• Establish and maintain professional stakeholder relationships.
• Meet sales targets and manage commission earnings.

Skills

Sales skills

Client relationship management

Understanding of financial products

Education

Bachelor's Degree or Advanced Diploma

National Senior Certificate/ Matric

Job description

A major local bank is seeking a licensed financial adviser to provide comprehensive financial planning services. The successful candidate will analyze client needs, recommend suitable financial products, and build professional relationships with clients and stakeholders. The ideal applicant will have a background in finance and strong sales skills. Successful advisers will manage their own commission earnings and ensure compliance with regulations. This role is critical in helping clients achieve their financial goals.