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Financial Adviser AIFA : Relationship Banking Private Bank (FAIS)

Financial Adviser AIFA : Relationship Banking Private Bank (FAIS)

Absa GroupCape Town, Western Cape, South Africa
23 hours ago
Job description

Financial Adviser AIFA : Relationship Banking Private Bank (FAIS)

Empowering Africa’s tomorrow, together…one story at a time.

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

  • 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 the 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.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking and Financial Services

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Financial Adviser • Cape Town, Western Cape, South Africa

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