Virtual Financial Advisor II

absa; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Absa Bank Limited is seeking a telephonic financial planning advisor in Johannesburg to deliver holistic advisory solutions and manage client portfolios. The role requires building professional relationships across stakeholders and achieving growth targets while adhering to FAIS guidelines and RE5 requirements.

The ideal candidate holds an FETC or equivalent, demonstrates robust regulatory knowledge, and commits to ongoing professional development in a banking environment.

Qualifications

• Strong communication and interpersonal skills for telephonic advisory.
• Ability to meet sales and growth targets within FAIS guidelines.
• Experience handling client and stakeholder relationships in a bank environment.

Responsibilities

• Establish and maintain professional relationships with clients, bank personnel and partners.
• Telephonically achieve sales and growth targets while maintaining service quality.
• Commit to personal development and FAIS regulatory requirements (RE5, regulatory exams).

Skills

Communication skills

Sales targets

Relationship building

FAIS compliance

RE5 knowledge

Education

FETC

Job description

Absa Bank Limited is seeking a telephonic financial planning advisor in Johannesburg to deliver holistic advisory solutions and manage client portfolios. The role requires building professional relationships across stakeholders and achieving growth targets while adhering to FAIS guidelines and RE5 requirements.

The ideal candidate holds an FETC or equivalent, demonstrates robust regulatory knowledge, and commits to ongoing professional development in a banking environment.