Strategic Financial Advisor: Grow AUM & Client Wealth

Fnbnamibia; Durban; On-site; ZAR 539,000 - 646,000; Full time

Job summary

FNB in Durban seeks a Personal Financial Advisor (Tied) to deliver goal-based financial advice within the branch environment. You will leverage the FNB brand, client ecosystem, and digital tools to tailor investment and life insurance solutions while building trusted relationships.

The ideal candidate has 3–5 years of advisory experience, FAIS and RE5 qualifications, and COB coverage for Investments, Long-Term Insurance and Pension Benefits.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Regulatory Examination (RE5) completed.
• Fully Fit & Proper compliant (FAIS) for applicable investment and long-term insurance categories - 1.3, 1.4, 1.5, 1.14 and 1.20.
• Completed COB: Investments, Long-Term Insurance, Pension Fund Benefits.

Responsibilities

• Conduct financial needs analyses and develop personalised financial plans.
• Recommend 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 reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship management

Communication

Commercial acumen

Digital tools

Education

FAIS qualification (NQF5+)

RE5 certification

Class of Business: Investments

Job description

FNB in Durban seeks a Personal Financial Advisor (Tied) to deliver goal-based financial advice within the branch environment. You will leverage the FNB brand, client ecosystem, and digital tools to tailor investment and life insurance solutions while building trusted relationships.

The ideal candidate has 3–5 years of advisory experience, FAIS and RE5 qualifications, and COB coverage for Investments, Long-Term Insurance and Pension Benefits.