Advisory Professional
7 days ago
We are seeking an Advisory Professional to join our team at Absa Group. As a key member of our advisory team, you will be responsible for providing expert advisory services and guidance to clients. This role is ideal for individuals who have a passion for finance and are looking to build a career in this field.
Key Responsibilities:
- Client Engagement: Establish and maintain professional relationships with clients, ensuring their advisory needs are met and exceeded.
- Needs Analysis: Conduct comprehensive advisory needs analyses using recommended tools and techniques, identifying opportunities for growth and improvement.
- Product Recommendations: Prepare and present recommendations for advisory solutions based on client needs and profiles.
- Sales and Growth: Meet or exceed sales and growth targets through effective lead generation and conversion strategies.
- Compliance: Ensure all regulatory requirements are met, including FAIS, FICA, and FSB compliance.
Education and Qualifications:
- Bachelor's degree in a relevant field (e.g., accounting, finance)
- FAIS license and/or certification
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- Competitive salary and bonus structure
- Ongoing training and development opportunities
- Opportunity to work with a leading financial institution
- Collaborative and dynamic work environment
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