Branch Consultant/financial Advisor - Bellville

sanlamcloud

Malmesbury, Western Cape, South Africa
On-site
Gain understanding of customer needs
Provide sound financial advice
Manage client portfolio optimisation
Sanlam Developing Markets is seeking a Branch Consultant/Financial Advisor in Malmesbury, South Africa, to promote their products and enhance client relationships. The role requires providing sound financial advice while ensuring compliance and maintaining high service standards in a branch environment

Job Summary

  • The role aims to promote Sanlam Retail Mass products by providing sound financial advice and high-level client service in a branch context.
  • Responsibilities include gaining an in-depth understanding of product ranges, validating client details, and conducting due diligence to identify risks.
  • The company is committed to transformation and embraces diversity to ensure a thriving and sustainable business environment.

Matching Summary

Match Score: 85

Sanlam Developing Markets is seeking a Branch Consultant/Financial Advisor in Malmesbury, South Africa, to promote their products and enhance client relationships. The role requires providing sound financial advice while ensuring compliance and maintaining high service standards in a branch environment.

Skills & Requirements

Must-have

  • Gain understanding of customer needs
  • Provide sound financial advice
  • Manage client portfolio optimisation
  • Conduct due diligence on clients
  • Ensure regulatory compliance standards

Nice-to-have

  • Build strong lasting relationships
  • Proactive client risk identification
  • Effective team collaboration skills
  • Independent decision making ability

Key Requirements

  • Matric (Grade 12) qualification
  • FAIS Compliant (Wealth Management)
  • RE5 advantageous certification
  • Class of Business training completion

Work Rights

Not specified

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