Strategic Financial Advisor: Grow AUM & Client Impact

RMB; Rustenburg; On-site; ZAR 420,000 - 640,000; Full time

Job summary

RMB is seeking a seasoned Personal Financial Advisor to operate within the FNB branch environment, leveraging an established client ecosystem, referrals, and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, tailor financial plans, and build long-term client relationships while achieving AUM and API targets in a structured, compliant setting.

Qualifications

• Knowledge of financial planning and needs analysis.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investments, insurance and wealth solutions aligned to client objectives.
• Engage customers within branches to build advice-driven relationships.
• Convert qualified opportunities into new business and growth.
• Maintain client records and advice documentation with FAIS compliance.

Skills

Financial planning

Investment knowledge

Consultative selling

Relationship management

Communication

Commercial acumen

FAIS compliance

Digital tools

Education

FAIS qualification (NQF5+)

RE5 certification

Tools

Digital advice tools

Job description

RMB is seeking a seasoned Personal Financial Advisor to operate within the FNB branch environment, leveraging an established client ecosystem, referrals, and digital tools to deliver holistic investment and life insurance solutions.

You will conduct needs analyses, tailor financial plans, and build long-term client relationships while achieving AUM and API targets in a structured, compliant setting.