Branch-Based Financial Advisor — Holistic Wealth & Investments

RMB Nigeria Limited; Durban; Sur place; ZAR 300 000 - 540 000; Plein temps

Résumé du poste

FNB is seeking a Financial Advisor (FNB Tied Advisor) to deliver holistic financial advice within its branch network in Durban. You will perform needs analyses, recommend investment and insurance solutions, and grow client relationships using the bank's digital tools and established client ecosystem.

The role emphasizes compliant FAIS practices, target-driven performance, and ongoing client engagement to drive AUM and API growth.

Qualifications

• Conduct financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within FNB branches to build meaningful advice driven relationships.

Responsabilités

• 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.
• Convert qualified opportunities and referrals into new business.

Connaissances

Financial planning

Investments knowledge

Insurance products

Consultative selling

Relationship management

Digital tools

Formation

FAIS qualification (NQF 5+)

RE5 completed

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Description du poste

FNB is seeking a Financial Advisor (FNB Tied Advisor) to deliver holistic financial advice within its branch network in Durban. You will perform needs analyses, recommend investment and insurance solutions, and grow client relationships using the bank's digital tools and established client ecosystem.

The role emphasizes compliant FAIS practices, target-driven performance, and ongoing client engagement to drive AUM and API growth.