Client-Focused Financial Advisor: Grow Wealth & AUM

Fnbnamibia; Noordwes; On-site; ZAR 480,000 - 600,000; Full time

Job summary

FNB Namibia seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions within a branch environment. You will conduct needs analyses, build long-term client relationships and convert referrals into new business, while meeting AUM and API targets.

The ideal candidate has 3–5 years in financial advisory, FAIS qualifications and RE5, with strong digital and compliance capabilities to serve diverse client segments.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA FAIS qualification and RE5 certification are required.
• Fully Fit & Proper FAIS compliance for applicable investment and long-term insurance categories.
• Completed COB: Investments, Long-Term Insurance, Pension Fund Benefits.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate investment, insurance and wealth solutions aligned to client objectives.
• Engage customers within branches to build advice-driven relationships.
• Convert qualified opportunities and referrals into new business.
• Maintain client records and perform regular financial reviews.
• Achieve sales, activity, AUM and API targets; ensure regulatory compliance.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Lead conversion

Relationship-building

Stakeholder management

Communication

Commercial acumen

Compliance knowledge FAIS

Digital proficiency

Education

FSCA-recognised FAIS qualification (NQF Level 5+)

RE5 Regulatory Examination completed

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Tools

Digital advice tools

Job description

FNB Namibia seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions within a branch environment. You will conduct needs analyses, build long-term client relationships and convert referrals into new business, while meeting AUM and API targets.

The ideal candidate has 3–5 years in financial advisory, FAIS qualifications and RE5, with strong digital and compliance capabilities to serve diverse client segments.