Branch Consultant/ Financial Advisor - eMalahleni
Only for registered members eMalahleni, South Africa
1 month ago
* This salary range is an estimation made by beBee
Job summary
Provide sound financial advice and a high level of client service in a Branch context. Create opportunities for client optimisation and cross selling of value-added services.
Responsibilities
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer's needs, financial goals and means, and provide the right product that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products.
- Manage, review, and incorporate the implications of product changes on the customer's portfolio accordingly.
Qualifications
- Matric (Grade 12)
- RE5 a must.
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
Job description
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