Branch Advisor FAIS: Customer-Focused Financial Guide

Wesbank

Cape Town

On-site

ZAR 508,000 - 688,000

Full time

4 days ago

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Benefits offered by this job

Growth opportunities

Brand ambassador

Local market impact

Job summary

FNB Points of Presence in Cape Town seeks a Branch Advisor to deliver compliant financial advice in a high-volume branch. You will build lasting client relationships, educate customers on channel options, and manage referrals and follow-ups with integrity.

Knowledge of FAIS and TCF is essential, along with a strong client-centric approach. The role emphasizes ethical conduct, meeting sales/service targets, and keeping thorough client records while staying updated on product knowledge and

Qualifications

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

Responsibilities

Build and manage long-term client relationships to support retention and growth.
Provide a positive customer experience by being helpful and sensitive to client needs.
Educate customers on the banking platform aligned with their needs.
Analyze client data and provide appropriate financial advice within FAIS requirements.
Achieve individual and branch sales and service targets.
Maintain accurate client records and documentation.