Business Financial AdvisorLocation: Floor 21, Portside, 5 Buitengracht Street, Cape Town City Centre, Cape Town, 8001Time Type: Full timePosted: 2 Days AgoApplication Closing Date: October 12, 2024 (9 days left to apply)Job Requisition ID: R22085Job DescriptionTo provide appropriate risk and investment advice for Clients through virtual channels, adhering to FAIS Compliance requirements, and following the FirstRand Product Matrix and Advice Philosophy.Hello Future, Business Financial AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen.As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can:Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.Identify new business opportunities that impact the industry and record and forward these leads to the appropriate product house to ensure cross-sell opportunities and strengthen client relationships.Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative, and appropriate solutions.Manage new clients, personal portfolios, and identify specific needs and goals in respect of financial advice.Manage existing clients and grow the portfolio through making contact with customers, generating leads, and managing the growth of the active customer account base to increase the client base.Ensure adherence to relevant processes and compliance with legislative and audit requirements while managing high volume and less complex deals.Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.You will be an ideal candidate if you:Have a relevant Degree in Finance, Accounting, or Investment Management (Industry Related Degree OR CFP qualification).Hold RE 5 (Must not be under supervision).Have 3 to 5 years' experience in a similar environment.Have experience in writing Business Insurance policies.Possess experience in sales, investment, and risk acumen.Have experience within the Financial Services Sector.Are not an unrehabilitated insolvent.Are willing to undergo a credit record check in accordance with the National Credit Act (NCA).You will have access to:Opportunities to network and collaborate.A challenging working environment.Opportunities to innovate.We can be a match if you are:Strong in sales and client service experience.Able to bring in new business and increase acquisition.Possessing strong credit experience and negotiation skills.Experienced in building and maintaining stakeholder relationships.Strong in collaboration skills.Exposed to dealing with juristic clients.Experienced in portfolio management.Are you interested to take the step? We look forward to engaging with you further. Apply now!Job DetailsApplication Closing Date: 12/10/24All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose it to other parties.
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