Wealth & Investments Advisor – Branch Network

Wesbank; Benoni; On-site; ZAR 420,000 - 660,000; Full time

Job summary

WesBank, within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions. Leverage an established client ecosystem, referrals and digital tools to grow your advisory practice.

You will conduct needs analyses, recommend products aligned to client objectives, engage customers to build strong relationships and maintain compliant records to hit AUM/API targets.

Qualifications

• FSCA-recognised FAIS qualification (NQF level 5+).
• Regulatory Examination (RE5) completed.
• Fully Fit & Proper for applicable FAIS subcategories (1.3/1.4/1.5/1.14/1.20).
• Fully authorised for the required FAIS subcategories.
• Completed COB: Investments, Long-Term Insurance, Pension Fund Benefits.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend suitable investment, insurance and wealth solutions.
• Engage branch clients to build advisory relationships.
• Achieve agreed sales, activity, AUM and API targets.
• Maintain accurate client records and comply with FAIS requirements.

Skills

Financial planning

Needs analysis

Investment knowledge

Insurance knowledge

Consultative selling

Relationship building

Communication

Digital proficiency

Compliance awareness

Education

FAIS qualification (NQF 5+)

RE5 completed

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Job description

WesBank, within the FNB branch network, seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions. Leverage an established client ecosystem, referrals and digital tools to grow your advisory practice.

You will conduct needs analyses, recommend products aligned to client objectives, engage customers to build strong relationships and maintain compliant records to hit AUM/API targets.