Bank-Based Financial Advisor: Grow AUM & Client Wealth

Fnbnamibia

Kempton Park

On-site

ZAR 536,000 - 670,000

Full time

9 days ago

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Job summary

FNB Namibia is looking for a Personal Financial Advisor to operate within our branch network in Kempton Park. You will conduct comprehensive needs analyses and develop customised financial plans, offering investments, life insurance and wealth solutions aligned to client goals and risk profiles.

Engage customers in-branch, convert referrals into business, and build lasting client relationships through regular reviews.

Qualifications

Experience conducting needs analyses and developing personalised plans.
Strong investment and insurance product knowledge.
Proven sales track record and ability to convert opportunities.
FAIS compliance and regulatory understanding.

Responsibilities

Conduct comprehensive financial needs analyses and develop personalised financial plans.
Recommend appropriate investment, insurance and wealth solutions aligned to client objectives and risk profiles.
Engage customers within FNB branches to build meaningful advice driven relationships.
Convert qualified opportunities and referrals into new business.
Build and maintain long-term client relationships through ongoing engagement and financial reviews.
Achieve agreed sales, activity, AUM and API targets.
Maintain accurate client records and advice documentation.
Adhere to FAIS requirements, internal governance standards and regulatory obligations.