Business Financial Advisor

Rmb Nigeria Limited; Durban; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services provider seeks a Business Financial Advisor to deliver expert risk and investment advice to clients in Durban. This role involves achieving sales targets, managing client portfolios, and ensuring compliance with financial regulations. Ideal candidates will have a finance degree and relevant experience.

Benefits

Networking and collaboration opportunities

Challenging working environment

Opportunities to innovate

Qualifications

• 3 to 5 years' experience in a similar environment.
• Hold RE 5 (must not be under supervision).
• Experience in writing Business Insurance policies.

Responsibilities

• Achieve sales targets by advising on investment and risk products.
• Manage client portfolios, identifying needs for financial advice.
• Ensure compliance with processes and legislative requirements.

Skills

Sales

Client Service

Negotiation

Stakeholder Relationship Management

Portfolio Management

Credit Assessment

Education

Relevant Degree in Finance, Accounting, or Investment Management

CFP qualification

Job description

Business Financial Advisor page is loaded

Job Details

Location: Pietermaritzburg | Time type: Full time | Posted on: Yesterday | Application deadline: June 13 (8 hours left to apply) | Job requisition id: R

Job Description

To provide appropriate risk and investment advice, expertise, and support to clients to help them achieve their financial goals, while adhering to FAIS compliance requirements within the FNB Premium advisory sales and product mandates and targets.

Welcome to FNB, the home of the #changeables

We design for shapeshifters and deliver products and services that make us proud of the people who make it happen. Join our talent team, surrounded by diverse talents and minds in an environment that encourages curiosity and effective change.

Key Responsibilities

1. Achieve sales targets by advising on FirstRand investment and risk products
2. Identify and record new business opportunities, forwarding leads to the relevant product teams
3. Deliver exceptional financial advice that exceeds customer expectations
4. Manage client portfolios, identifying needs and goals for financial advice
5. Grow existing client portfolios through proactive engagement
6. Ensure compliance with processes and legislative requirements, managing high volume deals
7. Maintain professional knowledge to provide effective support and advice

Candidate Requirements

• Relevant Degree in Finance, Accounting, or Investment Management or CFP qualification
• Hold RE 5 (must not be under supervision)
• 3 to 5 years' experience in a similar environment
• Experience in writing Business Insurance policies
• Experience in sales, investment, and risk management
• Experience in the Financial Services Sector
• Not an unrehabilitated insolvent
• Undergo a credit record check as per NCA requirements

Benefits and Opportunities

• Networking and collaboration opportunities
• Challenging working environment
• Opportunities to innovate

Ideal Candidate Profile

• Experienced in sales and client service
• Capable of bringing in new business and increasing acquisition
• Skilled in credit, negotiation, and stakeholder relationship management
• Experienced in portfolio management
• Interested in taking the next step

We look forward to engaging with you. Apply now! All appointments are in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment of individuals with disabilities. Candidates may disclose disability information voluntarily; this will be kept confidential unless legally required otherwise.

Application Note

Applications will not be accepted after the closing date. Please submit your application before June 13.

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Additional Information

Introduce Yourself: Introduce yourself to our recruiters; we will contact you if there's a suitable role. For queries, log via MyQ.

About Us: FNB serves retail and commercial customers with insurance, savings, investments, and digital solutions. Recognized globally, FNB offers a rewarding career to those wanting to make a real difference in people's lives.

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