Adviser Aifa: Relationship Banking (fais)

Absa Group

Fais licensed financial adviser
Financial needs analysis
Absa approved product(s)
Empowering Africa’s tomorrow, together…one story at a time

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
  • The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis
  • Absa approved product(s)
  • client engagement process
  • Meet sales and/or growth targets

Nice-to-have

  • professional introduction
  • reciprocal leads activities
  • client database up to date
  • coaching and mentoring

Key Requirements

  • FAIS licensed
  • National Senior Certificate/ Matric (Grade 12)
  • Bachelor`s Degrees and Advanced Diplomas
  • Fit and Proper status

Work Rights

Not specified

Tailored Resume

Cover Letter