Financial Adviser Aifa: Relationship Banking (fais)

Absa Bank Limited

Unknown, Unknown, Unknown
Financial planning and advice
Long-term insurance and investment
Financial needs analysis
Empowering Africa’s tomorrow, together…one story at a time, with over 100 years of rich history and strongly positioned as a local bank with regional and international expertise

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time, with over 100 years of rich history and strongly positioned as a local bank with regional and international expertise.
  • The role involves executing the six steps of financial planning, conducting Financial Needs Analysis in Investment, Life Insurance and Estate planning, and making recommendations to address client needs.
  • Accountabilities include meeting sales targets, managing commission earnings, practicing good practice management, and pursuing personal development through required training and accreditation.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time, with over 100 years of rich history and strongly positioned as a local bank with regional and international expertise.

Skills & Requirements

Must-have

  • Financial Planning and Advice
  • Long-term Insurance and Investment
  • Financial Needs Analysis
  • Product Recommendation and Implementation
  • Client Relationship Management
  • Sales and Growth Targets

Nice-to-have

  • Professional Introduction and Service Offering
  • Reciprocal Leads Activities
  • Networking with Stakeholders
  • Practice Management and Mentoring

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter