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Mthatha: Financial Adviser posted by Palesa Mbali Group

Financial Adviser

Posted on 2025-03-16

Employer Palesa Mbali Group
Salary 0
Category Finance Accounting
Location Eastern Cape  /  Mthatha

Job Summary

Our client is seeking qualified Financial Advisers based in the Eastern Cape, with available opportunities in both their Relationship Banking and Everyday Banking These are commission based roles but do offer a guaranteed base salary for the first 3 months.

Key Activities:

  • Market and sell appropriate Investments, Life Products, Estate & Trust Products
  • Prospecting for new clients and growing existing client base
  • Building and maintaining client relationships
  • Client needs analysis
  • Identify and act on cross selling opportunities

Education and Experience:

  • 2 – 5 Years` industry experience
  • RE5
  • Fit and proper for typical license categories
  • FSB approved qualification
  • Commercial/Industrial knowledge will be an added advantage.

Behavioural Competencies:

  • High motivation and energy
  • Sales Minded
  • Strong Communication & negotiation
  • Active Listening

Financial Adviser position available in Eastern Cape, Mthatha. This job position was posted by Palesa Mbali Group. The job has been posted as a premium ad on 2025-03-16 at 13:08:06 in the Finance Accounting category

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