Personal Financial Advisor: Grow AUM with Digital Tools

RMB Nigeria Limited; Noordwes; On-site; ZAR 350,000 - 750,000; Full time

Job summary

FNB is seeking a Personal Financial Advisor to provide goal-based financial advice within branch environments across South Africa. You will build trusted client relationships using digital tools and an established ecosystem to offer investments and long-term insurance.

With 3–5 years’ advisory experience, you will drive client outcomes, maintain accurate records and meet FAIS/regulatory standards while growing AUM and API through branch referrals.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification and RE5 completed.
• Fully Fit & Proper for investment and long-term insurance.
• Experience in bank, insurer, or tied advisory environment.
• Mass market or emerging affluent client exposure.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investment, insurance and wealth solutions.
• Engage branch clients to build advisory relationships.
• Achieve sales targets and maintain client records.
• Adhere to FAIS and regulatory obligations.
• Leverage digital advice tools.

Skills

Financial planning

Relationship building

Sales & targets

FAIS compliance

Digital tools

Education

FAIS qualification (NQF 5+)

Tools

CRM software

Job description

FNB is seeking a Personal Financial Advisor to provide goal-based financial advice within branch environments across South Africa. You will build trusted client relationships using digital tools and an established ecosystem to offer investments and long-term insurance.

With 3–5 years’ advisory experience, you will drive client outcomes, maintain accurate records and meet FAIS/regulatory standards while growing AUM and API through branch referrals.