Relationship Banking Advisor

FirstRand Limited; Sandton; On-site; ZAR 260,000 - 380,000; Full time

Benefits offered by this job

Career growth

Challenging working environment

Banking industry exposure

Job summary

FirstRand Limited invites applications for a Branch Advisor role within its POP network in South Africa. The position focuses on delivering compliant financial advice and building lasting client relationships in a high-volume branch environment, aligned with FAIS and TCF principles.

Ideal candidates will show ethical client service, strong communication skills, and the ability to meet sales targets while maintaining accurate records and supporting business growth.

Qualifications

• NQF Level 5 FAIS-aligned certificate or equivalent.
• 1–3 years of experience in customer-facing environments or client support within financial services.
• Strong understanding of FAIS, TCF, and client-centric advice principles.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice in a high-volume branch.
• Educate clients to the correct banking platform aligned with their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.

Skills

Client relationship management

Sales targets achievement

Communication skills

Interpersonal skills

Ethical approach

Analytical skills

Education

NQF Level 5 Certificate in Banking/Business Administration/Customer Service (FAIS)

Job description

FirstRand Limited invites applications for a Branch Advisor role within its POP network in South Africa. The position focuses on delivering compliant financial advice and building lasting client relationships in a high-volume branch environment, aligned with FAIS and TCF principles.

Ideal candidates will show ethical client service, strong communication skills, and the ability to meet sales targets while maintaining accurate records and supporting business growth.