Virtual Financial Advisor – Personalised Risk & Investments
FirstRand Corporate Centre
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Job summary
FirstRand Corporate Centre is seeking a proactive Business Financial Advisor to provide personalised risk and investment advice to clients, ensuring FAIS compliance and adherence to the FirstRand Product Matrix and Advice Philosophy. You will drive advisory solutions for Gauteng clients from Menlyn and Sandton offices, with a focus on portfolio growth and strong client relationships.
The role requires solid experience in sales, investment, and risk management within financial services, plus
Qualifications
- Bachelor-level qualification in finance or related field with CFP preferred.
- RE5 and credit-check requirements may apply in line with regulatory standards.
- Experience in sales, investment and risk management in financial services is expected.
Responsibilities
- Achieve sales targets by advising on FirstRand investment and risk products.
- Identify new business opportunities and record leads for cross-sell opportunities.
- Deliver compliant, high-quality financial advice to clients.
- Manage new and existing client portfolios and identify financial goals.
- Grow client base through proactive client outreach and relationship building.
Skills
Education
Job description
FirstRand Corporate Centre is seeking a proactive Business Financial Advisor to provide personalised risk and investment advice to clients, ensuring FAIS compliance and adherence to the FirstRand Product Matrix and Advice Philosophy. You will drive advisory solutions for Gauteng clients from Menlyn and Sandton offices, with a focus on portfolio growth and strong client relationships.
The role requires solid experience in sales, investment, and risk management within financial services, plus
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