Adviser: Virtual
2 weeks ago
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- Job by industries
Job Summary
- To provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.
Job Description
- Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.
- FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
- FSCA-Approved Qualification
- Regulatory Exam for Representatives (RE5)
- Experience As Per the FAIS Act
- Product Specific Training once Onboarded
- Class Of Business Training
- Continuous Professional Development
- Attest To Honesty, Integrity, and Good Standing
Education
- Further Education and Training Certificate (FETC)
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