Description
To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.
Hello Future, Business Financial Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can:
1. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
2. Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships
3. Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions
4. Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
5. Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base
6. Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals
7. Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice
You will be an ideal candidate if you:
8. Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
9. RE 5 (Must not be under supervision)
10. 3 to 5 years’ experience in a similar environment
11. Experience in writing Business Insurance policies
12. Experience in sales, investment and risk acumen
13. Experience within the Financial Services Sector
14. Person must not be an unrehabilitated insolvent
15. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
You will have access to:
16. Opportunities to network and collaborate
17. A challenging working environment
18. Opportunities to innovate
We can be a match if you are:
19. Strong sales and client service experience
20. Ability to bring in new business and increase acquisition
21. Strong credit experience and negotiation skills
22. Build and maintain stakeholder relationships experience (any segment)
23. Strong collaboration skills
24. Exposure to dealing with juristic clients
25. Portfolio management experience
Are you interested to take the step? We look forward to engaging with you further. Apply now!
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
27/01/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.