Financial Advisor: Grow AUM & Build Client Wealth

RMB Nigeria Limited; Johannesburg; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Referral opportunities

Digital tools

Job summary

First National Bank (FNB) in Johannesburg seeks a Personal Financial Advisor operating in a branch context to deliver holistic financial solutions through its trusted brand and digital tools. You will leverage an established client ecosystem, referrals and a comprehensive product suite to grow AUM and API.

You will conduct financial needs analyses, develop personalised plans, and build long-term client relationships while meeting regulatory and compliance requirements.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.

Responsibilities

• 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.

Skills

Financial planning

Investment knowledge

Sales & advisory

Relationship building

FAIS compliance

Education

FAIS qualification (NQF5+)

RE5 regulatory exam

Job description

First National Bank (FNB) in Johannesburg seeks a Personal Financial Advisor operating in a branch context to deliver holistic financial solutions through its trusted brand and digital tools. You will leverage an established client ecosystem, referrals and a comprehensive product suite to grow AUM and API.

You will conduct financial needs analyses, develop personalised plans, and build long-term client relationships while meeting regulatory and compliance requirements.