Business Financial Advisor

RMB / FNB / FirstRand

Menlyn, South Africa
Achieve sales targets across the business
Deliver exceptional financial advice to customers
Manage new and existing client portfolios
The role involves providing appropriate risk and investment advice for clients through virtual channels while adhering to FAIS Compliance requirements

Job Summary

  • The role involves providing appropriate risk and investment advice for clients through virtual channels while adhering to FAIS Compliance requirements.
  • Successful candidates will be part of a self-motivated sales team responsible for delivering financial advisory solutions in the Gauteng region.
  • The position offers opportunities to network, collaborate, and innovate within a challenging working environment that values diverse minds.

Matching Summary

The role involves providing appropriate risk and investment advice for clients through virtual channels while adhering to FAIS Compliance requirements.

Skills & Requirements

Must-have

  • Achieve sales targets across the business
  • Deliver exceptional financial advice to customers
  • Manage new and existing client portfolios
  • Identify new business opportunities for cross-sell
  • Adhere to legislative and audit requirements

Nice-to-have

  • Strong sales and client service experience
  • Ability to bring in new business
  • Strong credit experience and negotiation skills
  • Build and maintain stakeholder relationships
  • Exposure to dealing with juristic clients

Key Requirements

  • Relevant Degree in Financial Planning
  • CFP Designation preferred
  • RE 5 qualification required
  • Not under supervision for specific subcategories
  • Plus 5 years' experience in similar environment
  • Experience in writing Business Insurance policies
  • Credit record check per National Credit Act

Work Rights

Not specified

Tailored Resume

Cover Letter