Relationship Banking Advisor: Financial Planning & Growth

Role, Inc. in South Africa is searching for a FAIS licensed financial adviser responsible for conducting Financial Needs Analysis and providing tailored financial solutions. This position involves establishing a professional relationship with clients while ensuring compliance with regulations.

Ideal candidates must hold a Bachelor’s Degree in Accounting or an Advanced Diploma and possess strong sales skills. The role emphasizes client satisfaction and achieving sales targets, while providing ongoing support and reviews to clients.