Branch Advisor - Client-Focused Financial Guidance (FAIS)

RMB Nigeria Limited; Randburg; In loco; ZAR 180.000 - 260.000; Tempo pieno

Descrizione del lavoro

FNB in South Africa seeks a Branch Advisor to deliver compliant financial guidance in a busy branch. You will foster long-term client relationships, educate clients on appropriate banking channels, and ensure records are complete and up to date.

The role requires FAIS and TCF understanding, 1–3 years in client-facing financial services, and a drive to meet sales and service targets while upholding ethical standards.

Competenze

• Need FAIS and TCF compliance understanding.
• Experience delivering compliant financial advice to clients.
• Ability to build and maintain client relationships.

Mansioni

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on industry trends and product knowledge.

Conoscenze

FAIS knowledge

TCF principles

Client-focused

Sales targets

Relationship building

Formazione

NQF Level 5 Certificate

Descrizione del lavoro

FNB in South Africa seeks a Branch Advisor to deliver compliant financial guidance in a busy branch. You will foster long-term client relationships, educate clients on appropriate banking channels, and ensure records are complete and up to date.

The role requires FAIS and TCF understanding, 1–3 years in client-facing financial services, and a drive to meet sales and service targets while upholding ethical standards.