Wealth Management Expert
3 days ago
We are seeking a highly motivated and results-driven Professional Financial Advisor to join our dynamic team. As a key contributor, you will be responsible for delivering exceptional client service, driving business growth, and developing strong relationships with internal and external stakeholders.
Responsibilities:
- To conduct comprehensive Financial Needs Analyses for clients using Absa's Financial Needs Analysis tool (Avalon from Aug 2024 onwards).
- To identify and capitalize on business opportunities from external sources to grow the book of business.
Education:
A Further Education and Training Certificate (FETC) in Business, Commerce and Management Studies is required for this role.
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