Business Financial Advisor

Rmb Nigeria Limited; Durban; Hybrid; ZAR 40 000 - 60 000; Full time

Job summary

A financial advisory firm in South Africa seeks a Business Financial Advisor to provide expert financial advice and manage client relationships. Candidates must hold a relevant degree and have strong sales experience. The role involves achieving sales targets and advising clients on financial products in the KZN region.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• Relevant financial industry experience with a focus on investment and risk products.
• Must have RE 5 certification.
• No history of insolvency.

Responsibilities

• Achieve sales targets through advising on investment products.
• Identify new business opportunities and manage client portfolios.
• Deliver exceptional financial advice to clients.

Skills

Sales and client service experience

Strong credit experience and negotiation skills

Portfolio management experience

Education

Relevant Degree in Finance, Accounting or Investment Management

CFP (Certified Financial Planner) qualification

Job description

Business Financial Advisor – Durbane (Full Time)

Business Financial Advisor page is loaded## Business Financial Advisorlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 9,

(12 days left to apply)job requisition id : R

Job Description

To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets

Future, Business Financial Advisor

About The Role

As a Business Financial Advisor, you'll be part of a team of self‑motivated sales professionals through the effective delivery of existing products and financial advisory solutions in the KZN region.

Successful candidate will be based in

• Pietermaritzburg or Richards Bay Office

Key Responsibilities

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross‑sell opportunities and to strengthen client relationships
• Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative and appropriate solutions
• Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice
• Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base
• Ensure adherence to relevant processes and compliance to legislative and audit requirements.
• Manage high volume and less complex deals
• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice

Qualifications

• Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification)
• RE 5 (Must not be under supervision)
• Years' experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment and risk acumen
• Experience within the Financial Services Sector
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

What We Offer

• You will have access to:
• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate
• We can be a match if you are:
• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

All appointments will be made in line with FirstRand Group's Employment Equity plan.

Equality & Diversity

The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Application Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

09 / 11 / 25

All appointments will be made in line with FirstRand Group's Employment Equity plan.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via .