Personal Financial Advisor: Grow Client Wealth & AUM

Fnbnamibia

Gauteng

On-site

ZAR 350,000 - 650,000

Full time

4 days ago

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Job summary

FirstRand Limited in Benoni seeks a Personal Financial Advisor to join our branch network. You will deliver professional, goal-based financial advice and holistic investment and life insurance solutions within the FNB environment.

Build trusted client relationships, conduct needs analyses, convert referrals into new business and grow AUM/API while complying with FAIS and governance standards, supported by digital tools and the bank's established ecosystem.

Qualifications

3–5 years financial advisory experience.
Proven track record of achieving sales and business growth.
Experience with risk and investment products.
Sound understanding of FAIS and compliance requirements.

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.