TRAFFIC Western Cape

Financial Adviser: Grow Client Portfolios & Plans

Sanlam Limited

Job Description

Sanlam Limited in Cape Town is seeking a dedicated financial advisor who will provide clients with tailored financial advice and products. The role focuses on client relationship management and meeting sales targets through effective networking and consultations. Candidates must have appropriate qualifications, including Grade 12 and FAIS compliance. A commitment to ethical service is essential, along with a tech-savvy approach to building client portfolios.

About This Role

Career insights for Financial Examiners positions

Salary Benchmark
$84,300/year
Source: O*NET (USD)
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Critical Thinking Reading Comprehension Active Listening Speaking Writing
Common Technologies
Microsoft Access Structured query language SQL Microsoft PowerPoint ACL Analytics Financial transaction analysis software General Examination System GENESYS NILS INSource ODEN Insurance Services State Rules & Regulations