Virtual Business Financial Advisor: Grow Risk & Wealth

Wesbank; Klerksdorp; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FNB in South Africa seeks a Business Financial Advisor to deliver personalised risk and investment advice, ensuring FAIS compliance and applying the FirstRand Product Matrix. You will support clients via trusted advisory channels and contribute to a compliant, high‑quality service culture.

You will drive sales targets, manage new and existing client portfolios, identify cross‑sell opportunities, and maintain strong stakeholder relationships while aligning with regulatory and audit requirements.

Qualifications

• Relevant degree in financial planning or related field.

Responsibilities

• Achieve sales targets by advising on investment and risk products.
• Deliver compliant financial advice to FNB customers.
• Manage new and existing client portfolios and grow the client base.

Skills

Sales experience

Client service

New business development

Credit experience

Negotiation skills

Stakeholder management

Collaboration

Juristic clients

Portfolio management

Education

Financial Planning degree

CFP designation

RE 5

Job description

FNB in South Africa seeks a Business Financial Advisor to deliver personalised risk and investment advice, ensuring FAIS compliance and applying the FirstRand Product Matrix. You will support clients via trusted advisory channels and contribute to a compliant, high‑quality service culture.

You will drive sales targets, manage new and existing client portfolios, identify cross‑sell opportunities, and maintain strong stakeholder relationships while aligning with regulatory and audit requirements.