Branch Advisor: FAIS-Compliant Financial Guidance

RMB Nigeria Limited; Cape Town; On-site; ZAR 548,000 - 656,000; Full time

Job summary

FNB is seeking a Branch Advisor in Cape Town to deliver compliant financial guidance in a busy POP branch. You will understand client needs, propose suitable solutions, and maintain ongoing relationships in line with FAIS, FICA and TCF. The role emphasizes ethical service, sales targets, and regulatory adherence.

You’ll build relationships, manage leads, and contribute to branch performance while upholding the brand promise of helping customers daily.

Qualifications

• Minimum qualification: Grade 12 / NQF Level 4.
• Preferred qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service or related fields.
• 1–3 years of experience in customer-facing environments within financial services.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate clients to the correct Banking platform aligned with their needs.
• Achieve individual and branch sales and service targets.

Skills

FAIS knowledge

TCF principles

client-centric advice

sales targets

compliance targets

communication skills

interpersonal skills

planning & organization

attention to detail

Education

Grade 12 / NQF 4

NQF Level 5 Certificate in Banking/Related field

Job description

FNB is seeking a Branch Advisor in Cape Town to deliver compliant financial guidance in a busy POP branch. You will understand client needs, propose suitable solutions, and maintain ongoing relationships in line with FAIS, FICA and TCF. The role emphasizes ethical service, sales targets, and regulatory adherence.

You’ll build relationships, manage leads, and contribute to branch performance while upholding the brand promise of helping customers daily.