Virtual Business Financial Advisor - Investment & Risk

Fnbnamibia; Klerksdorp; On-site; ZAR 420,000 - 660,000; Full time

Job summary

FNB Namibia seeks a Business Financial Advisor to provide personalised risk and investment advice to clients, ensuring FAIS compliance and alignment with the FirstRand Product Matrix. You will support clients via digital channels while based in Gauteng, with offices in Menlyn and Sandton.

The role emphasizes selling investment and risk products, building portfolios, and strong regulatory discipline. Ideal candidates bring a relevant financial planning degree, CFP and RE5 where applicable, plus

Qualifications

• Degree in Financial Planning; CFP preferred; RE5 required
• 5+ years’ experience in sales, investment and risk within financial services
• FAIS regulatory eligibility and compliance knowledge
• Credit record check in accordance with National Credit Act (NCA)

Responsibilities

• Achieve sales targets across the business by advising on FirstRand investment and risk products
• Identify new business opportunities and convert leads into active clients
• Deliver high-quality financial advice exceeding client expectations
• Manage new and existing client portfolios and tailor advice to client goals
• Ensure adherence to processes and compliance, handling high-volume, less complex deals

Skills

Sales & business development

Financial advisory

Relationship management

Regulatory compliance

Education

Financial planning degree

CFP designation

RE5 certification

Job description

FNB Namibia seeks a Business Financial Advisor to provide personalised risk and investment advice to clients, ensuring FAIS compliance and alignment with the FirstRand Product Matrix. You will support clients via digital channels while based in Gauteng, with offices in Menlyn and Sandton.

The role emphasizes selling investment and risk products, building portfolios, and strong regulatory discipline. Ideal candidates bring a relevant financial planning degree, CFP and RE5 where applicable, plus