Adviser Aifa: Relationship Banking (fais)

Absa Bank Limited

Unknown
Fais licensed financial adviser
Financial needs analysis (fna)
Absa approved product knowledge
A career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group

Job Summary

  • A career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
  • The adviser must conduct regular reviews of client needs to assess the continued suitability of implemented solutions and propose changes as necessary.
  • The role involves managing own commission earnings, ensuring compliance with regulations, and providing coaching and mentoring to adviser assistants.

Matching Summary

A career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Absa approved product knowledge
  • Client relationship management
  • Compliance with FAIS regulations
  • Sales and pipeline management
  • Commission and practice management

Nice-to-have

  • Coaching and mentoring skills
  • Networking with banking stakeholders
  • Performance development participation
  • Business development strategies
  • Fit and Proper status maintenance

Key Requirements

  • FAIS license accreditation
  • Bachelor's degree or Advanced Diploma in Accounting
  • National Senior Certificate/Matric (Grade 12)
  • Maintain Fit and Proper status
  • Complete compliance exams (e.g. Anti-Money Laundering)
  • FAIS credits attainment

Work Rights

Not specified

Tailored Resume

Cover Letter