Financial Services Professional
3 days ago
This is a challenging yet rewarding role that requires a deep understanding of the financial services industry and its complexities.
You will be responsible for advising clients on their complex financial needs, using your expertise to create personalized plans that meet their objectives.
A successful candidate will possess exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
This is an exciting opportunity for someone looking to take their career to the next level, working with a leading Africa-focused financial services group.
Key Responsibilities:
- Providing financial planning advice to Private and Business Banking Clients
- Staying up-to-date with industry developments and regulatory requirements
- Developing and maintaining relationships with clients and colleagues
Requirements:
- NQF level 7 qualification (Advanced Diploma or Degree)
- 120 credits or qualification aligned with FAIS and FSCA requirements
- RE 5: Representatives
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