Branch-Based Financial Advisor – Holistic Planning & Investments

RMB Nigeria Limited; Benoni; On-site; ZAR 390,000 - 580,000; Full time

Job summary

FNB is seeking a dedicated Personal Financial Advisor in Benoni, Gauteng to deliver tailored financial advice within the branch environment. You’ll leverage a broad client ecosystem, digital tools and the bank’s trusted brand to offer holistic investment and life-insurance solutions while building enduring client relationships.

Ideal candidates will have FAIS qualifications, RE5 and COB with investments and long-term insurance, plus a proven sales track record in a bank or insurer setting.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.
• Excellent communication and client engagement capability.
• Commercial acumen and a results-driven mindset.
• Sound understanding of FAIS and compliance requirements.
• Digital proficiency and the ability to leverage technology-enabled advice tools

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within FNB branches to build meaningful advice driven relationships.
• Convert qualified opportunities and referrals into new business.
• Build and maintain long-term client relationships through ongoing engagement and financial reviews.
• Achieve agreed sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements, internal governance standards and regulatory obligations.

Job description

FNB is seeking a dedicated Personal Financial Advisor in Benoni, Gauteng to deliver tailored financial advice within the branch environment. You’ll leverage a broad client ecosystem, digital tools and the bank’s trusted brand to offer holistic investment and life-insurance solutions while building enduring client relationships.

Ideal candidates will have FAIS qualifications, RE5 and COB with investments and long-term insurance, plus a proven sales track record in a bank or insurer setting.