Financial Adviser Aifa: Relationship Banking (fais)

ABSA

Mthatha, South Africa
Financial planning and advice
Long-term insurance and investment
Six steps of financial planning
Empowering Africa’s tomorrow, together…one story at a time with over 100 years of rich history

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time with over 100 years of rich history.
  • Execute the role of a FAIS licensed financial adviser by following the six steps of financial planning, conducting Financial Needs Analysis, and making recommendations.
  • Meet sales and/or growth targets by assessing client needs, recommending appropriate solutions, and ensuring compliance with FAIS regulations.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time with over 100 years of rich history.

Skills & Requirements

Must-have

  • Financial Planning and Advice
  • Long-term Insurance and Investment
  • Six steps of financial planning
  • Client needs analysis
  • Product recommendation and implementation
  • Client relationship management

Nice-to-have

  • Professional introduction and services
  • Reciprocal leads activities
  • Sales and pipeline meetings
  • Networking with stakeholders
  • Personal development and training

Key Requirements

  • Minimum 3-5 years Financial Planning / Advice
  • Minimum NQF 5 FSB approved qualification
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter