| Date | 2025-01-18 |
|---|---|
| Job Title | Financial Advisor – Everyday Banker |
| Employer | Palesa Mbali Group More Information |
| Salary | 0 |
| Category | Finance Accounting |
| Location |
Kwazulu Natal / Durban |
Job Summary
Job Description: Financial Advisor Everyday Banking
Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role focuses on helping clients achieve their financial goals through tailored solutions and building long-lasting relationships within the everyday banking environment.
Key
Responsibilities:
- Client Engagement and Advisory:
- Provide financial advice and solutions that align with clients immediate and long-term goals.
- Develop and maintain relationships with everyday banking clients, offering personalized financial guidance.
- Conduct financial needs analyses to identify opportunities for investments, life insurance, and estate planning.
- Product Knowledge and Solutions:
- Demonstrate a thorough understanding of investment products, life insurance, and estate & trust offerings to meet diverse client needs.
- Present and explain financial products to clients in a clear and accessible manner.
- Identify opportunities for cross-selling and recommend appropriate banking products to enhance client portfolios.
- Financial Planning Support:
- Assist clients with creating and maintaining comprehensive financial plans.
- Monitor clients` financial health and adjust strategies to align with changing needs or market conditions.
- Stay informed on current economic trends and product innovations to provide informed recommendations.
- Compliance and Documentation:
- Ensure compliance with all regulatory requirements and internal policies.
- Maintain detailed records of client interactions, plans, and transactions in line with industry standards.
- Collaboration and Teamwork:
- Work closely with branch staff and product specialists to provide seamless client experiences.
- Support team initiatives to promote financial literacy and product awareness among clients.
Qualifications and Skills:
- Educational Background:
- Bachelors degree in Finance, Economics, Business Administration, or a related field (required)
- RE 5 Completed (required)
- Preferable CFP Qualification.
- NQF6 (FSB approved qualification).
- 120 Credits.
- Experience:
- Minimum of 2+ years of experience in financial advising or a related role in everyday banking.
- Proof of minimum annual commission earnings of +/- R30 000 per month.
- FSP license from previous employer.
- Core Competencies:
- Strong understanding of everyday banking products and services.
- Excellent communication and interpersonal skills to build rapport with clients.
- Analytical mindset with the ability to translate complex financial concepts into actionable advice.
- Technical Skills:
- Proficiency in financial planning tools and CRM systems.
- Knowledge of regulatory standards and compliance requirements.
Financial Advisor – Everyday Banker position available in Kwazulu-Natal, Durban. This job position was posted by Palesa Mbali Group. The job has been posted as a premium ad on 2025-01-18 at 13:00:42 in the Finance Accounting category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Johannesburg: Financial Advisor
Calling All Qualified Financial Advisors Are you ready to level up your career with the 1 Risk Insurance FSP in the Country ? Were looking for a rockstar Financial Advisor to join our clients winning team Why Them? Full Admin Support Focus on your clients
View Job
Financial Advisor
Johannesburg: Salaried Financial Advisor
Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and
View Job
Salaried Financial Advisor
Umhlanga Rocks: Salaried Financial Advisor
Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and
View Job
Salaried Financial Advisor
Mpumalanga: Financial Advisor posted by Attooh
Company Descriptionattooh! Group of Companies is an independent financial advisory in South-Africa. Our main focus is to support our advisors to the utmost best of our ability and provide unmatched back-end support so that our advisors can service their cl
View Job
Financial Advisor
Southern Suburbs: Junior Financial Advisor posted by Structured Wealth Solutions
We are seeking a motivated and detail-oriented Junior Financial Advisor to join our growing team. This position, as a Junior financial advisor is designed for individuals looking to develop their career in financial planning and wealth management. You will
View Job
Junior Financial Advisor
Bloemfontein: Financial Advisor – Urgently posted by HOLLARD
We are looking for experienced and upcoming Financial Advisors, self-motivated, confident and can work under pressure.Must be south African CitizensMust have Grade 12 Matric,Send CV to HOLLARD Financial Advisor - Urgently position available in Free State,
View Job
Financial Advisor – Urgently
Midrand: Financial Advisor Long Term Insurance/Life
Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio
View Job
Financial Advisor Long Term Insurance/Life
Durban: Financial Advisor Long Term Insurance/Life
Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio
View Job
Financial Advisor Long Term Insurance/Life
South Africa: Financial Advisor Long Term Insurance/Life
Conduct Financial Needs Analysis : Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning. Client Portfolio Management : Analyze and manage client portfolio
View Job
Financial Advisor Long Term Insurance/Life
Midrand: Financial Advisor Commercial Business Insurance
Business Development Customer Relationship Development / Prospecting Customer Needs Clarification Sell Customer Propositions Sales Opportunities Creation Customer Relationship Management / Account Management Customer Relationship Management (CRM) Data Oper
View Job
Financial Advisor Commercial Business Insurance
Southern Suburbs: Financial Advisor posted by Structured Wealth Solutions
We are seeking a motivated and sales driven Individual ,who has experience in the Financial service industry ,specifically in the sales and marketing of the products/solutions . This position, as a financial advisor are for individuals looking to develop t
View Job
Financial Advisor
Bellville: Broker Assistant – Broker Assistant To Senior Ceo Financial Advisor posted by Attooh
Looking for a dynamic Broker Assistant to a very senior financial advisor. Previous work experience compulsory in Life and Invest. Broker Assistant - Broker Assistant To Senior Ceo Financial Advisor position available in Western Cape, Bellville. This job
View Job
Broker Assistant – Broker Assistant To Senior Ceo Financial Advisor
Western Cape: Financial Advisor
Join a dynamic team as a Financial Advisor and help clients achieve their financial goals. This is a flexible, remote position that offers the opportunity to work independently while making a positive impact on clients` financial well-being. Must be based
View Job
Financial Advisor
Polokwane: Financial Advisor – Relationship Banking posted by Palesa Mbali Group
Job Description: Financial Advisor Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life pro
View Job
Financial Advisor – Relationship Banking
Thohoyandou: Financial Advisor – Everyday Banker posted by Palesa Mbali Group
Job Description: Financial Advisor Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and est
View Job
Financial Advisor – Everyday Banker
Durban: Financial Advisor – Relationship Banking posted by Palesa Mbali Group
Job Description: Financial Advisor Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life pro
View Job
Financial Advisor – Relationship Banking
Durban: Financial Advisor – Everyday Banker posted by Palesa Mbali Group
Job Description: Financial Advisor Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and est
View Job
Financial Advisor – Everyday Banker
Cape Town: Junior Financial Manager posted by Sagen Advisory
A specialized Property Management and Investment company is seeking to employ a Junior Finance Manager to assist them with all thing finance and wanting to a long term opportunity to grow with this expanding business. Their head office is based in the Nort
View Job
Junior Financial Manager
Johannesburg: Financial Advisors (Funeral Cover) Jhb posted by Pro Tem
My client a leader in the Insurance industry is looking for dynamic and vibrant Financial advisors to join their team. Initially you will be selling funeral cover. This role is commission only and training on all products will be given. Financial Advisor
View Job
Financial Advisors (Funeral Cover) Jhb
Cape Town: Financial Advisor (Life & Wealth) posted by Moladira Skills
JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial advice to customers, grow client base and prospecting of newclients. R
View Job
Financial Advisor (Life & Wealth)
Stellenbosch: Financial Manager posted by Sagen Advisory
Boutique investment holding company in Stellenbosch with various and diversified holdings is looking to employ a Financial Manager. They have investments in investment management, property, renewable energy, hospitality and education. The ideal candidate w
View Job
Financial Manager
Stellenbosch: Financial Manager posted by Sagen Advisory
Diversified and established group based in the Cape Winelands is searching for an adept and ambitious Finance Manager. The business in mainly involved in Commercial Agriculture, Export, Property Development, Retail, and Marketing. As Finance Manager your r
View Job
Financial Manager
Stellenbosch: Financial Manager posted by Sagen Advisory
Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Financial Manager to one of their divisional groups. This group has interests across the country and this role will be situated
View Job
Financial Manager
Port Elizabeth: Regional Financial Accountant posted by Sagen Advisory
DescriptionLarge and well-established group in the agriculture sector wants to employ a motivated and experienced Regional Financial Accountant. This group has interests across the country and this role will be situated in Port Elizabeth. This is an excell
View Job
Regional Financial Accountant
Centurion: Financial Advisor posted by Profession Hub
My client is looking for Financial Advisors for both Short- and Longterm Insurance.As a Financial Advisor, the main objective is to analyse clients` financial status, provide expert guidance on different financial services and products, and create customis
View Job
Financial Advisor
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
