Upington: Financial Adviser posted by Palesa Mbali Group
Posted on 2025-04-29 00:00:00
| Employer | Palesa Mbali Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Northern Cape / Upington |
Job Summary
Our client is seeking qualified Financial Advisers based in Northern cape, with available opportunities in both their Relationship Banking and everyday banking Channels. 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
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