Strategic Financial Advisor: Risk & Investment Growth

RMB; Graaff-Reinet; On-site; ZAR 330,000 - 520,000; Full time

Job summary

FNB in Graaff-Reinet, Eastern Cape, seeks a Business Financial Advisor to deliver personalised financial advice and sales support to clients. You will work through virtual channels and office-based interactions to grow the client base and ensure regulatory compliance.

The role requires a relevant degree, RE5, and a CFP preferred designation, with extensive experience in financial services, risk assessment, and client relationship management.

Qualifications

• Relevant Degree in Financial Planning or a Bachelor of Commerce (Industry Related Degree). Preferably a CFP Designation.
• RE 5 is preferred and necessary for this role.
• Experience in sales, investment and risk assessment is required.

Responsibilities

• Achieve sales targets by advising on FirstRand investment and risk products.
• Identify new business opportunities and convert leads to clients.
• Deliver high-quality financial advice to customers and manage client portfolios.
• Maintain compliance with FAIS regulations and internal policies.
• Build and maintain relationships with juristic and individual clients.

Skills

Sales targets achievement

Financial advisory

Portfolio management

Client relationship building

Credit experience

Education

Bachelor of Commerce or Financial Planning Degree

CFP Designation

RE5

Job description

FNB in Graaff-Reinet, Eastern Cape, seeks a Business Financial Advisor to deliver personalised financial advice and sales support to clients. You will work through virtual channels and office-based interactions to grow the client base and ensure regulatory compliance.

The role requires a relevant degree, RE5, and a CFP preferred designation, with extensive experience in financial services, risk assessment, and client relationship management.