Business Financial Advisor To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets.
Hello Future, Business Financial Advisor Welcome 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 to 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. Manage 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: Relevant Degree in Finance, Accounting, or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) qualification). RE 5 (Must not be under supervision). 3 to 5 years' experience in a similar environment. Experience in writing Business Insurance policies. Experience in sales, investment, and risk acumen. Experience within the Financial Services Sector. Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check. 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 sales and client service experience. Ability to bring in new business and increase acquisition. Strong credit experience and negotiation skills. Build and maintain stakeholder relationships experience (any segment). Strong collaboration skills. Exposure to dealing with juristic clients. Portfolio management experience. Are you interested to take the step? We look forward to engaging with you further. Apply now! All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Job Details Application Closing Date: 10/11/24
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities.
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