In-Branch Personal Financial Advisor: Grow AUM & Plans

RMB Nigeria Limited; Benoni; On-site; ZAR 420,000 - 640,000; Full time

Job summary

First National Bank (FNB) is seeking a Personal Financial Advisor to deliver holistic financial advice within our branch network. You will conduct needs analyses, develop personalised financial plans, and leverage digital tools to grow AUM while meeting FAIS and regulatory standards.

With 3–5 years of advisory experience, you will build long-term client relationships, convert referrals into new business, and work in a target-driven environment across Gauteng, KZN South, Western Cape, and North

Qualifications

• Bachelor-level or equivalent in a relevant field is not specified; FAIS and RE5 qualifications are required.
• Proven track record meeting sales and advisory targets within financial services.
• Knowledge of FAIS governance, regulatory obligations and compliance.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives.
• Engage customers within FNB branches to build advisory-driven relationships.
• Convert qualified opportunities and referrals into new business.
• Maintain client records and advice documentation; achieve sales and AUM targets.

Skills

Financial planning

Client engagement

Relationship building

Sales targets

Digital tools

FAIS compliance

Education

FSCA FAIS qualification (NQF 5+)

RE5 examination

Class of Business: Investments / Long-Term Insurance

Job description

First National Bank (FNB) is seeking a Personal Financial Advisor to deliver holistic financial advice within our branch network. You will conduct needs analyses, develop personalised financial plans, and leverage digital tools to grow AUM while meeting FAIS and regulatory standards.

With 3–5 years of advisory experience, you will build long-term client relationships, convert referrals into new business, and work in a target-driven environment across Gauteng, KZN South, Western Cape, and North