| Date | 2025-01-18 |
|---|---|
| Job Title | Financial Advisor – Relationship Banking |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Capricorn / Polokwane |
Job Summary
Job Description: Financial Advisor – Relationship Banking Position 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 products, and estate & trust products, coupled with exceptional relationship management skills. This role is pivotal in delivering personalized financial advice and solutions to clients, fostering long-term partnerships, and contributing to the growth of our banking portfolio. Key
Responsibilities:
Client Relationship Management: Build and maintain strong, trusted relationships with clients by understanding their unique financial needs and goals. Serve as the primary point of contact for high-net-worth and affluent clients, ensuring exceptional service. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment management, retirement planning, and estate planning. Analyse client portfolios and recommend tailored financial solutions across investment, life insurance, and trust products. Stay updated on market trends to provide informed investment advice. Product Expertise and Sales: Demonstrate deep knowledge of investment products, life insurance, and estate & trust offerings to address diverse client needs. Identify cross-selling and upselling opportunities within the product suite to optimize client portfolios. Collaborate with product specialists to customize solutions for clients. Compliance and Risk Management: Ensure adherence to all regulatory and compliance standards in financial advisory activities. Maintain accurate documentation and reports for client transactions and interactions. Team Collaboration: Partner with internal teams, including wealth management, legal, and operations, to deliver seamless client experiences. Mentor junior advisors and contribute to team development. Qualifications and Skills: Educational Background: Bachelor’s 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 3-5 years of experience in financial advising, continuous industry experience Proof of minimum annual commission earnings of /- R50 000 per month. FSP license from previous employer. Technical Skills: Strong knowledge of investment strategies, life insurance products, and estate & trust planning. Proficiency in financial planning software and CRM tools. Soft Skills: Excellent communication and interpersonal skills to engage and influence clients. High ethical standards, with a client-first mindset. Strong analytical and problem-solving abilities. Preference to candidates who do not have to work under supervision with relevant years’ experience they should be able to work independently.
Financial Advisor – Relationship Banking position available in Capricorn, Polokwane. This job position was posted by . The job has been posted on 2025-01-18 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly 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
