Personal Financial Advisor: Holistic Wealth Growth

FNB South Africa

Rustenburg

On-site

ZAR 350,000 - 550,000

Full time

4 days ago

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Job summary

FNB South Africa is seeking a Personal Financial Advisor to deliver goal-based financial advice within the branch network. You will leverage a strong brand, client ecosystem and digital tools to offer holistic investment and life insurance solutions.

You will conduct needs analyses, build relationships, and convert referrals into new business while meeting AUM and API targets in a compliant way.

Qualifications

Financial planning and needs analysis expertise.
Strong investment and insurance product knowledge.
Consultative selling and lead conversion capability.
Strong relationship-building and stakeholder management skills.
Excellent communication and client engagement capability.
Commercial acumen and a results-driven mindset.
Sound understanding of FAIS and compliance requirements.
Digital proficiency and the ability to leverage technology-enabled advice tools.

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.