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Talent Pipelining: Financial Adviser Aifa

1 month ago

Umhlanga, South Africa Absa Bank Limited Full time

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, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

Proven track record in Investment Advice, Holistic Financial Planning and Estate Planning.

Minimum 120 FAIS credits qualification a must

RE5 certificate a must

CPF qualification an added advantage

**Job Description**:
Stakeholder Management: Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities | Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets | Customer Engagement: Do activity planning by identifying the clients to be contacted during a particular period. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards | Manage own broker practice: Ensure that staff members (Broker Assistants an Interns as relevant) have a clear understanding of their roles and responsibilities within the practice | : | : |:
Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_