Personal Financial Advisor - Grow Client Wealth & Relationships

Fnbnamibia; Rustenburg; On-site; ZAR 300,000 - 540,000; Full time

Job summary

FNB Namibia seeks a Personal Financial Advisor to deliver goal-based financial advice within the branch network. You will leverage the trusted brand, digital tools and an established client ecosystem to provide holistic investment and life insurance solutions.

The role emphasizes needs analysis, relationship-building, and achieving sales targets while maintaining regulatory compliance and growing AUM across multiple regions.

Qualifications

• Minimum 3–5 years financial advisory experience
• FSCA-recognised FAIS qualification (NQF Level 5 or higher)
• Regulatory Examinations (RE5) completed
• Fully Fit & Proper FAIS compliance for applicable investment and long-term insurance categories
• Completed Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives.
• Engage customers within FNB branches to build advice-driven relationships.
• Convert qualified opportunities into new business.
• Build and maintain long-term client relationships through ongoing engagement and reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.

Skills

Consultative selling

Client relationships

Needs analysis

Regulatory compliance

Communication skills

Digital tools

Target-driven

Education

FAIS qualification (NQF5+)

RE5

COB: Investments, Long-Term Insurance

Tools

FAIS software

Job description

FNB Namibia seeks a Personal Financial Advisor to deliver goal-based financial advice within the branch network. You will leverage the trusted brand, digital tools and an established client ecosystem to provide holistic investment and life insurance solutions.

The role emphasizes needs analysis, relationship-building, and achieving sales targets while maintaining regulatory compliance and growing AUM across multiple regions.