Personal Financial Advisor: Grow Client Wealth

FNB South Africa; Cape Town; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FNB South Africa is seeking a Personal Financial Advisor to provide goal-based financial advice in a branch setting. You will leverage the bank's trusted brand, client ecosystem, referrals and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, develop personalised plans, engage customers, convert referrals, and maintain strong client relationships while meeting AUM, API and revenue targets within FAIS compliance.

Qualifications

• Proven FAIS knowledge and client advisory capability.
• Experience with life insurance and investment product advice.
• Regulatory examinations completed and compliant with FAIS requirements.

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 meaningful advisory 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 and internal governance standards.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Client relationship

Compliance awareness

Education

FAIS qualification (NQF 5+)

RE5 examination completed

COB: Investments/LTI/ Pension Benefits

Tools

Digital advisory tools

CRM systems

Job description

FNB South Africa is seeking a Personal Financial Advisor to provide goal-based financial advice in a branch setting. You will leverage the bank's trusted brand, client ecosystem, referrals and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, develop personalised plans, engage customers, convert referrals, and maintain strong client relationships while meeting AUM, API and revenue targets within FAIS compliance.