Branch Advisor FAIS: Client-Centric Financial Guidance

Fnbnamibia; South Africa; On-site; ZAR 559,000 - 669,000; Full time

Job summary

FNB Namibia is seeking a Branch Advisor to deliver compliant financial guidance in a busy POP environment. You will assess client needs, offer appropriate banking solutions, and nurture ongoing relationships while adhering to FAIS, FICA, and TCF standards.

You will educate customers on the right banking channels, handle referrals, and strive to exceed branch sales and service targets with ethical conduct.

Qualifications

• FAIS, TCF, and client-centric advice principles compliance required.
• Experience delivering compliant financial advice in high-volume branches.
• Strong sales, service, and compliance target mindset.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers to the correct Banking platform aligned with their needs.
• Manage leads, referrals, and client follow-ups within agreed turnaround times.
• Achieve individual and branch sales and service targets.
• Maintain accurate and complete client records and documentation.

Skills

FAIS compliance

Customer-focused selling

Relationship management

TCF adherence

Education

NQF Level 5 Certificate

Job description

FNB Namibia is seeking a Branch Advisor to deliver compliant financial guidance in a busy POP environment. You will assess client needs, offer appropriate banking solutions, and nurture ongoing relationships while adhering to FAIS, FICA, and TCF standards.

You will educate customers on the right banking channels, handle referrals, and strive to exceed branch sales and service targets with ethical conduct.