Investment Planning Expert

7 days ago


Bellville, Western Cape, South Africa Absa Group Full time
Accountability and Compliance

You will be accountable for establishing and maintaining professional relationships with stakeholders, including clients, bank personnel, product providers, and adviser support staff. This includes participating in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business. You will also be responsible for assessing client needs through the use of recommended needs analysis tools and preparing recommendations and quotes for appropriate risk and investment solutions.

Personal Qualities and Skills

To succeed in this role, you must possess excellent communication and interpersonal skills, with the ability to build trust with clients and work collaboratively with colleagues. Strong analytical and problem-solving skills are essential, as well as the ability to think critically and make informed decisions. Proficiency in financial planning software and systems is required, and certification in financial planning would be advantageous.



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