Branch Advisor: Financial Guidance & Client Growth

RMB; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB has a role for a Branch Advisor at the V&A Waterfront in Cape Town. You will deliver compliant financial guidance in a high-volume branch, focusing on FAIS and TCF adherence while empowering customers through the right channel and solution.

The ideal candidate has 1–3 years in customer-facing banking, Grade 12 (NQF4) or higher, and a proactive approach to relationship building, sales targets, and careful record-keeping within policy.

Qualifications

• Minimum FAIS and TCF understanding with compliant client advice.
• 1–3 years experience in customer-facing environments in financial services.
• Grade 12 is required; higher qualification preferred.

Responsibilities

• Build and manage long-term client relationships in a high-volume branch.
• Provide compliant, professional financial advice aligned to client needs.
• Educate customers on the correct banking channel and product solutions.
• Maintain accurate client records and achieve branch targets.

Skills

Client relationship management

Sales targets

Communication skills

Interpersonal skills

Education

Grade 12 / NQF 4

NQF 5 Banking certificate

Job description

FNB has a role for a Branch Advisor at the V&A Waterfront in Cape Town. You will deliver compliant financial guidance in a high-volume branch, focusing on FAIS and TCF adherence while empowering customers through the right channel and solution.

The ideal candidate has 1–3 years in customer-facing banking, Grade 12 (NQF4) or higher, and a proactive approach to relationship building, sales targets, and careful record-keeping within policy.