FINANCIAL ADVISOR (RELATIONSHIPS BANKING)

SUMMARY:
ROLE PROFILE /LOCATION: A permanent specialist level position in the Financial Services Industry (Life Assurance Sector) based in various locations nationally including:-
 

• Cape Town
• Fourways (Sandton)
• Rustenburg
• Cradock
• Oudtshoorn
• Kathu
• Klerksdorp
• Upington
• Umhlanga
• Polokwane
• Ermelo

POSITION INFO:
Are you a professional and career Financial Advisor serving high-net-worth individuals. My Client, one of South Africa’s largest banking groups is offering an exceptional career opportunity to join a team that provides you with access to an extensive network of leads and business opportunities, giving you the platform to further elevate your career.

We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals and thrive in a dynamic, high-performing team, we invite you to apply for this exclusive role. My Client’s key criteria includes the following: -

• 3-5 years’+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
• NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits)
• Preferable CFP qualification
• Production: Proof of minimum annual commission earnings of +/- R50K per month
• Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products
• Fit and proper for typical license categories