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Branch Financial Advisor: Personal Finance & Client Growth
Zusammenfassung
A leading financial services provider in Pietermaritzburg seeks a motivated professional to promote financial products and deliver exceptional client service. The role involves advising clients, managing their financial needs, and ensuring compliance with industry standards. Candidates with a Matric qualification and RE5 certification will be preferred. Join us to build strong client relationships and contribute to their financial well-being.
Leistungen
Qualifikationen
- Matric (Grade 12) is required.
- RE5 is advantageous.
- FAIS compliance in line with DOFA requirements is needed.
- Class of Business training must be completed within the first 12 months.
Aufgaben
- Provide sound financial advice in the branch.
- Manage client profiles and maintain services.
- Ensure compliance and quality standards are met.
- Report daily on activities and outcomes.
Kenntnisse
Ausbildung
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.