Job Description: Financial Adviser Everyday Banking/Relationship Banking

Position Overview: We are seeking a skilled and customer-focused Financial Adviser to join our clients Everyday Banking/ Relationship 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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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:

1. Educational Background:
   • Bachelors degree in Finance, Economics, Business Administration, or a related field.
   • RE 5 Completed.
   • Preferable CFP Qualification.
   • NQF6 (FSB approved qualification).
   • 120 Credits.
2. Experience:
   • Minimum of 2+ years of experience in financial advising or a related role in everyday banking.
   • Proof of minimum annual commission earnings of +/- R30k per month.
   • FSP license from previous employer.
3. 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.
4. Technical Skills:
   • Proficiency in financial planning tools and CRM systems.
   • Knowledge of regulatory standards and compliance requirements.

Application Process:

Interested candidates are invited to submit their resumes along with a cover letter detailing their relevant experience and achievements. Applications can be submitted through Palesa Mbali Group
Financial Adviser position available in Gauteng, Johannesburg. This job position was posted by Palesa Mbali Group. The job has been posted as a premium ad on 2025-03-16 at 13:08:11 in the Finance Accounting category

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