Senior Business Financial Advisor – Growth & Advisory

FirstRand Bank India

Johannesburg

In loco

ZAR 450.000 - 750.000

Tempo pieno

13 giorni fa

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Descrizione del lavoro

FNB, part of the FirstRand Group, is seeking a Business Financial Advisor in Gauteng. You will drive sales of investment and risk products, deliver tailored financial advice, and manage client portfolios from Menlyn and Sandton offices. A CFP designation and RE5 are preferred, with 5+ years of experience in financial services.

The role emphasizes compliance, customer-centric service, and proactive lead generation to grow the client base in a dynamic environment.

Competenze

Must have a relevant Degree in Financial Planning (CFP preferred).
RE 5 certification is required.
5+ years in a similar environment with financial services experience.
Experience in writing Business Insurance policies and risk assessment.
Strong sales, investment advisory, and client relationship skills.

Mansioni

Achieve sales targets by advising on FirstRand investment and risk products.
Identify new business opportunities and forward leads to product houses for cross-sell opportunities.
Deliver high-quality financial advice to clients that meets their needs.
Manage client portfolios and identify goals for financial planning.
Grow the active client base through outreach and relationship management.