Holistic Financial Advisor – Branch Banking

firstrand

Cape Town

Hybrid

ZAR 420,000 - 720,000

Full time

14 days+

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Job summary

FirstRand is seeking a Personal Financial Advisor to operate within the FNB branch environment. You will deliver holistic investment and life insurance solutions, leveraging an established client ecosystem, referrals and digital tools to grow your AUM and API while upholding FAIS standards.

The role emphasizes advisory capability, relationship-building and a results-driven approach in a trusted, bank-based distribution network.

Qualifications

Demonstrated ability to perform financial needs analyses and develop personalised plans.
Strong knowledge of investment, insurance and wealth products.
Skilled in consultative selling and converting leads into business.
Proven relationship-building with clients and stakeholders.
Excellent communication and client engagement capabilities.

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 advisory relationships.
Convert qualified opportunities and referrals into new business.
Build long-term client relationships through ongoing engagement and reviews.
Achieve sales, activity, AUM and API targets.
Maintain accurate client records and compliance documentation.
Adhere to FAIS requirements and regulatory obligations.