Personal Financial Advisor - Branch Wealth Solutions

RMB Nigeria Limited; Rustenburg; On-site; ZAR 360,000 - 600,000; Full time

Job summary

First National Bank (FNB) is seeking a dedicated Personal Financial Advisor to operate within our branch network. You will conduct comprehensive financial needs analyses, develop personalized plans, and bundle investment and long-term insurance solutions to help clients achieve their goals.

You will engage customers in branches, convert referrals into new business, maintain accurate records, and meet AUM/API targets while adhering to FAIS and regulatory standards.

Qualifications

• FAIS requirements and compliance knowledge.
• Proven advisory background with risk and investment experience.
• Experience operating in a bank, insurer, or tied advisory environment.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate investment, insurance and wealth solutions.
• 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 with regular reviews.
• Achieve sales, activity, AUM and API targets and maintain records.

Skills

Financial planning

Relationship management

Consultative selling

Digital proficiency

Education

FSCA-recognised FAIS qualification (NQF Level 5+)

FAIS Regulatory Examination (RE5)

Class of Business: Investments, Long-Term Insurance

Tools

Digital advice tools

Banking systems

Job description

First National Bank (FNB) is seeking a dedicated Personal Financial Advisor to operate within our branch network. You will conduct comprehensive financial needs analyses, develop personalized plans, and bundle investment and long-term insurance solutions to help clients achieve their goals.

You will engage customers in branches, convert referrals into new business, maintain accurate records, and meet AUM/API targets while adhering to FAIS and regulatory standards.