Business Financial Advisor Apply at locations: Pietermaritzburg Time type: Full time Posted on: 3 Days Ago End Date: November 10, 2024 (30+ days left to apply) Job requisition id: R13523 Job Description 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: Have a Relevant Degree in Finance, Accounting, or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner) 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. Have experience in sales, investment, and risk acumen. Have experience within the Financial Services Sector. Are not an unrehabilitated insolvent. In accordance with the 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 in sales and client service experience. Capable of bringing in new business and increasing acquisition. Possess strong credit experience and negotiation skills. Experienced in building and maintaining stakeholder relationships (any segment). 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! 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 About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognized rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career, especially if you want to change people's lives in an authentic, profound, and sustainable way.
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