Financial Adviser - Mthatha - Palesa Mbali Group

Financial Adviser Job Description

We are seeking experienced Financial Advisers to join our team in Nelspruit. The successful candidates will have opportunities in both Relationship Banking and Physical Channels.

Key Responsibilities:

• Maintain a thorough understanding of various investment products and insurance solutions to offer tailored advice to clients.
• Identify and capitalize on cross-selling opportunities by leveraging existing client relationships.
• Analyze client needs, providing personalized financial guidance to drive business growth.
• Develop and implement targeted sales strategies to expand the client base.

Requirements:

• Minimum 2-5 years of experience in the finance industry.
• Possession of a valid RE5 qualification and compliance with Fit and Proper requirements.
• Achievement of a FSB-approved qualification.
• Demonstrated expertise in commercial or industrial knowledge, an added advantage.

Personal Qualities:

• Unwavering motivation and energy to meet targets.
• A proactive sales mindset, with excellent communication and negotiation skills.
• Exceptional listening skills to comprehend client needs and preferences.