Branch Financial Advisor — Holistic Wealth & Investments

Wesbank

Durban

On-site

ZAR 350,000 - 700,000

Full time

3 days ago

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Job summary

FNB is seeking a Financial Advisor (FNB Tied Advisor) in Durban to deliver goal-based financial advice within the branch environment. You will use a trusted brand, an established client ecosystem, and digital tools to provide holistic investment and life insurance solutions.

Build relationships, convert referrals, and grow AUM and API while ensuring compliance with FAIS and governance standards. You will need 3–5 years of advisory experience, FAIS qualifications, RE5, and COB

Qualifications

Minimum 3–5 years financial advisory experience.
Proven track record of achieving sales and business growth targets.
Experience operating in a bank, insurer, or tied advisory environment.
Exposure to mass market or emerging affluent client segments.

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.