Financial Advisor: Growth & Wealth Planning

RMB Nigeria Limited; Gauteng; On-site; ZAR 300,000 - 600,000; Full time

Job summary

FNB in Kempton Park, Gauteng is seeking a dedicated Financial Advisor to deliver goal-based financial advice within a bank branch environment. You will leverage the brand, client ecosystem and digital tools to offer holistic investment and life insurance solutions.

You will engage clients, develop personalised plans, and drive growth in AUM and API while meeting FAIS and regulatory standards. This role offers strong earning potential within a structured branch network.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.
• Excellent communication and client engagement capability.
• Commercial acumen and a results-driven mindset.
• Sound understanding of FAIS and compliance requirements.
• Digital proficiency and ability to leverage technology-enabled advice tools.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend 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.
• Achieve agreed sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements, internal governance standards and regulatory obligations.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship management

Digital tools

FAIS compliance

Education

FAIS qualification

RE5 certification

Tools

CRM software

Job description

FNB in Kempton Park, Gauteng is seeking a dedicated Financial Advisor to deliver goal-based financial advice within a bank branch environment. You will leverage the brand, client ecosystem and digital tools to offer holistic investment and life insurance solutions.

You will engage clients, develop personalised plans, and drive growth in AUM and API while meeting FAIS and regulatory standards. This role offers strong earning potential within a structured branch network.