Adviser AIFA: Relationship Banking (FAIS)
Absa Bank(1 month ago)
About this role
A FAIS-licensed Financial Adviser role at Absa focused on delivering holistic financial planning across investments, life insurance and estate planning. The adviser introduces Absa’s advice services, conducts financial needs assessments, recommends Absa-approved solutions and maintains ongoing client suitability and fit-and-proper status. The role also involves accreditation through required compliance programs and contributing to the bank’s bancassurance objectives.
Required Skills
- Needs Analysis
- Client Engagement
- Prospecting
- Sales Targets
- Product Recommendation
- Compliance
- Commission Management
- Practice Management
- Coaching
- Reporting
Qualifications
- FAIS License
- Bachelor's Degree (Accounting) or Advanced Diploma
- National Senior Certificate (Matric)
- Fit and Proper Status
- Anti-Money Laundering Exam
- Sanctions Exam
- Business Continuity Management Exam
- Basic Financial Crime Concepts Exam
About Absa Bank
absa.co.zaWith Absa's Digital Banking services, you can open a bank account, get a loan, or sign up for internet banking quickly and easily.
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