Branch Financial Advisor
Job in
Malmesbury, 7300, South Africa
Listed on 2026-07-20
Listing for:
Sanlam
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Sanlam Retail Markets (SRM) seeks a client-focused financial advisor to promote SRM products and achieve branch targets, delivering sound financial advice in a branch context. The role creates opportunities for client optimization and cross-selling of value-added services.
You will handle in-branch servicing, maintain client profiles, and ensure compliance with regulatory requirements while building lasting client relationships. Training and CPD will be supported.
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