Branch Advisor: FAIS-Compliant Client Solutions

Wesbank; Marquard; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB Branch Advisor in Marquard seeks to deliver a positive customer experience by helping clients with financial needs and educating them on the correct channels. You will build relationships, provide compliant advice, and ensure accurate records while meeting sales and service targets in a FAIS, FICA governed environment.

The role emphasizes empathy, ethical conduct, and ongoing product knowledge, with opportunities for personal and professional growth in a dynamic banking team.

Qualifications

• Minimum qualification Grade 12/ NQF Level 4.
• Preferred NQF Level 5 Certificate in Banking, Business Admin or related FAIS fields.
• 1–3 years of customer-facing experience in financial services.
• Strong FAIS, TCF knowledge and client-centric advice.
• Proven ability to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate customers on banking platforms aligned to their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Stay updated on industry trends and product knowledge.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales targets

Communication skills

Interpersonal skills

Ethical/compliance awareness

Education

Grade 12 / NQF 4

NQF5 Banking certificate

Job description

FNB Branch Advisor in Marquard seeks to deliver a positive customer experience by helping clients with financial needs and educating them on the correct channels. You will build relationships, provide compliant advice, and ensure accurate records while meeting sales and service targets in a FAIS, FICA governed environment.

The role emphasizes empathy, ethical conduct, and ongoing product knowledge, with opportunities for personal and professional growth in a dynamic banking team.