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Financial Adviser – Everyday Banking
Absa GroupFinancial Adviser providing specialist advice in KZN Everyday Banking for Absa. Engaging with stakeholders and fulfilling compliance requirements while managing client relationships.
About the role
Key responsibilities & impact- Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
- Actively promote and manage the collaborative engagement of internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners and other Absa entities.
- Proactively make self-initiated contact with customers in order to deliver against the required sales targets.
- Do activity planning by identifying the clients to be contacted during a particular period.
- Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards.
- Ensure that staff members (Broker Assistants an Interns as relevant) have a clear understanding of their roles and responsibilities within the practice.
Requirements
What you’ll need- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Benefits
Comp & perks- Absa Bank Limited is an equal opportunity, affirmative action employer.
- In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups.
ATS Keywords
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Soft Skills
collaborative engagementcommunicationactivity planningcustomer contactteam management
Certifications
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies