Branch Financial Advisor: Client Solutions & Growth
Job in
Pongola, 3160, South Africa
Listed on 2026-08-22
Listing for:
Sanlam Limited
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Sanlam Limited is seeking a Branch Financial Advisor to promote SRM products, provide personalised financial advice, and grow client relationships in Pongola. You will assess client needs, present suitable products, and support ongoing service, including follow-ups and fee-based opportunities.
Responsibilities include maintaining client portfolios, ensuring compliance, and delivering high-quality service while meeting branch goals and regulatory requirements.
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