Cape Town City Centre: Universal Bankers x 25 – Face to Face – Western Cape

Are you passionate about helping clients achieve their financial goals? Our client, a leading player in the Financial Services Industry , is expanding their team and looking to appoint 25 dynamic Universal Bankers to join their growing network. This is a field-based role not branch-based where youll meet clients face-to-face , build lasting relationships, and offer tailored financial solutions that make a real difference. What Youll Be Doing Engage directly with clients to promote and open new bank accounts. Drive deposits and cross-sell financial products such as loans, funeral cover, and credit life insurance . Provide professional, compliant financial advice to clients in accordance with FAIS requirements. Build strong client relationships and represent the brand with integrity and professionalism. Achieve set sales and performance targets while maintaining excellent client service standards. What Were Looking For Minimum 1 year of face-to-face sales experience within the banking or insurance sectors. Completed NQF Level 5 qualification in Banking or Wealth Management (or a Degree recognized by the FSCA). RE5 certification is a strong advantage. Experience in providing advice for Category 1.22 is essential . Preference will be given to candidates who are accredited for Categories 1.17, 1.18, and 1.22 . Energetic, target-driven individuals with a passion for client engagement and relationship-building. Why Join This Opportunity? Represent one of South Africas most respected financial brands . Competitive earning potential with performance-based rewards. Opportunity to grow your career in an empowering and professional environment. 📩 Ready to take your banking career to the next level? Apply now and become part of a team thats redefining financial engagement in South Africa!