Adviser Aifa: Relationship Banking (fais)

Absa Bank Limited

Richards Bay, South Africa
Not specified (assumed likely hybrid based on the role's nature).
Fais licensed financial adviser
Financial needs analysis (fna)
Absa approved products knowledge
Absa Bank Limited is seeking a FAIS licensed financial adviser to enhance their relationship banking services in Richards Bay, South Africa. The role focuses on financial planning, client relationship management, and achieving sales targets while adhering to compliance regulations

Job Summary

  • The role involves executing the six steps of financial planning to provide comprehensive advice on investment, life insurance, and estate planning.
  • Advisers must maintain ongoing Fit and Proper status and ensure all recommendations comply with FAIS regulations and Absa's internal standards.
  • Success requires managing a book of business through regular client reviews, upselling opportunities, and maintaining strong relationships with Everyday Banking stakeholders.

Matching Summary

Match Score: 76

Absa Bank Limited is seeking a FAIS licensed financial adviser to enhance their relationship banking services in Richards Bay, South Africa. The role focuses on financial planning, client relationship management, and achieving sales targets while adhering to compliance regulations.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Absa approved products knowledge
  • Client portfolio review
  • Fit and Proper status maintenance

Nice-to-have

  • Strong networking skills with bank stakeholders
  • Experience in reciprocal lead activities
  • Ability to mentor adviser assistants
  • Proactive prospecting for new business

Key Requirements

  • FAIS license accreditation
  • Bachelor's Degree or Advanced Diploma
  • Matric (Grade 12) qualification
  • Fit and Proper status verification

Work Rights

Not specified

Tailored Resume

Cover Letter