Personal Financial Advisor: Grow AUM & Client Impact

Wesbank; Rustenburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

WesBank, a trusted financial services brand within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions. You will engage clients in branches, leveraging a large client ecosystem and digital tools to build meaningful, advice-driven relationships and grow client AUM.

You will conduct needs analyses, develop personalised plans, and meet FAIS and RE5 requirements while aiming to achieve sales and AUM targets with compliant

Qualifications

• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• RE5 Regulatory Examination completed.
• FAIS Fit & Proper for applicable investment and long-term insurance categories.
• Completed COB: Investments and Long-Term Insurance.

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.
• 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 products

Consultative selling

Relationship management

FAIS compliance

Digital tools

Education

FAIS qualification (NQF5+)

RE5 regulatory examination completed

Class of Business: Investments

Class of Business: Long-Term Insurance

Job description

WesBank, a trusted financial services brand within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions. You will engage clients in branches, leveraging a large client ecosystem and digital tools to build meaningful, advice-driven relationships and grow client AUM.

You will conduct needs analyses, develop personalised plans, and meet FAIS and RE5 requirements while aiming to achieve sales and AUM targets with compliant