Sanlam Financial Adviser
1 week ago
We are seeking a highly skilled and experienced Sanlam Financial Adviser to join our team as a Portfolio Growth Specialist.
Salary: R750,000 - R1,200,000 per annumThe successful candidate will be responsible for providing expert financial advice to clients and growing their portfolios through strategic planning and sales. The role involves building long-term relationships with clients, understanding their financial goals and objectives, and developing tailored solutions to meet their needs.
Key Responsibilities- Provide comprehensive financial advice to clients, including investment planning, retirement planning, and estate planning.
- Grow client portfolios through the sale of Sanlam products and services, including unit trusts, investments, and insurance policies.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and delivering exceptional service.
- Maintain up-to-date knowledge of financial markets, regulatory requirements, and industry trends.
- Grade 12 qualification.
- Financial Advisory and Intermediary Services Act (FAIS)
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