Dynamic Business Financial Advisor (Gauteng)

RMB Nigeria Limited; Johannesburg; On-site; ZAR 300,000 - 520,000; Full time

Job summary

FNB is seeking a Business Financial Advisor in Gauteng to drive sales of investment and risk products while delivering tailored financial advice. You will manage personal portfolios, identify growth opportunities, and cross-sell solutions to existing and new clients. Based in Gauteng with offices in Menlyn and Sandton.

The role emphasizes compliance, customer service excellence, and proactive portfolio growth within a dynamic team environment.

Qualifications

• Experience in selling financial products and services.
• Ability to provide proactive financial advice and build client relationships.
• Proven track record in managing client portfolios and growing asset base.

Responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and generate leads for cross-sell opportunities.
• Deliver compliant, high-quality financial advice to customers and manage large volumes of client accounts.
• Maintain up-to-date knowledge of products and regulatory requirements.

Skills

Sales experience

Financial advisory

Client service

Portfolio management

Lead generation

Education

Relevant Finance degree

CFP designation (preferred)

Tools

CRM software (Salesforce)

Microsoft Excel

Job description

FNB is seeking a Business Financial Advisor in Gauteng to drive sales of investment and risk products while delivering tailored financial advice. You will manage personal portfolios, identify growth opportunities, and cross-sell solutions to existing and new clients. Based in Gauteng with offices in Menlyn and Sandton.

The role emphasizes compliance, customer service excellence, and proactive portfolio growth within a dynamic team environment.