Branch Financial Advisor — Holistic Wealth & Investments

Wesbank; Durban; Presencial; ZAR 350.000 - 700.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial planning

Investment knowledge

Insurance products

Consultative selling

Relationship management

FAIS compliance

Digital tools

Educación

FAIS qualification (NQF Level 5+)

Herramientas

CRM systems

Digital advice tools

Descripción del empleo

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