Financial Adviser AIFA: Relationship Banking Private Bank
1 week ago
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
To Identify The Life (Long Term) Risk And Give Advice To Clients On Their Life Assurance Needs Using The Limited Architecture Framework. To Provide Solutions For The Client's Long Term Assurance And Financial Planning Needs By Regularly Reviewing The Client's Portfolio In Order To Build A Sustainable Adviser Practice.Job Description
To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser: Support staff). Meet sales and/or growth targets. Manage own commission earnings. Practice management. Personal development.FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Experience As Per the FAIS Act
Product Specific Training once Onboarded
Class Of Business Training
Continuous Professional Development
Attest To Honesty, Integrity, and Good Standing
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
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