Branch Advisor: Build Client Relationships & FAIS Guidance

FirstRand Limited

Villiers

On-site

ZAR 180,000 - 300,000

Full time

5 days ago

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Job summary

FirstRand Limited invites applications for a Branch Advisor role in a busy POP branch. You will deliver compliant financial advice, build lasting client relationships and help customers choose suitable banking solutions.

The role prioritises ethical conduct, ongoing client servicing, and meeting branch sales targets. Ideal candidates have Grade 12 or higher, FAIS/TCF knowledge, and 1–3 years in customer-facing financial services.

Qualifications

Understanding FAIS, TCF and client-centric advice principles.
Ability to meet sales, service and compliance targets.
Access to growth opportunities within a dynamic team.
Personal and professional growth in a Banking environment.
Impact on local market as a brand ambassador.

Responsibilities

Build and manage long-term client relationships to support retention and growth.
Provide a positive customer experience in a high-volume branch environment.
Educate customers to the correct Banking platform aligned with their needs.
Analyze customer data to provide suitable financial advice.
Maintain accurate client records and documentation.
Achieve individual and branch sales and service targets.
Conduct yourself ethically and take accountability for performance.
Stay informed on industry trends and product knowledge.