Branch External Sales & Client Advisory Lead

FirstRand Limited; Boksburg; On-site; ZAR 640,000 - 680,000; Full time

Job summary

FirstRand Limited is seeking a Branch External Sales and Service Advisor in Boksburg. You will deliver compliant financial guidance, build lasting client relationships, and drive branch sales in a high-volume environment.

You will educate customers on banking platforms, manage leads, and maintain thorough documentation while adhering to FAIS, FICA, and TCF standards in a dynamic team setting.

Qualifications

• Basic FAIS and TCF knowledge required.
• Experience in client-facing financial services preferred.
• Grade 12 or higher with FAIS compliant training.
• Strong compliance and ethics awareness.

Responsibilities

• Build and manage long-term client relationships.
• Provide compliant financial advice to clients.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales/service targets.
• Ensure ethical conduct and regulatory adherence.

Skills

FAIS knowledge

TCF compliance

Client relationships

Sales targets

Ethical advising

Communication skills

Problem solving

Attention to detail

Teamwork

Education

Grade 12/NQF4

NQF5 Certificate in Banking/Finance

Tools

CRMs (customer records)

Job description

FirstRand Limited is seeking a Branch External Sales and Service Advisor in Boksburg. You will deliver compliant financial guidance, build lasting client relationships, and drive branch sales in a high-volume environment.

You will educate customers on banking platforms, manage leads, and maintain thorough documentation while adhering to FAIS, FICA, and TCF standards in a dynamic team setting.