Job Description

To provide appropriate investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and other 3rd party products.Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.Identify new business opportunities that impact on the industry, 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 portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.Achievement of key performance indicators as determined by the business.Maintenance of expert knowledge on all FirstRand products and affiliated service providers, application procedure, processing and timelines in order to drive and achieve relevant sales targets.Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines.Ensure adherence to relevant processes and compliance to 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.Drive reintermediation of conservation book clients to own advisor codeComplete all required accreditation with all service providers associated with the Advice SuiteMaintain cases and leads on a daily basis to ensure client expectations are metEnsure management of complaintsProvide ongoing client support, addressing inquiries, market concerns and investment adjustments to the Advice Suite BookDevelop and implement personal investment strategies based on client financial needs and analysisMaintain accurate client records and document investment recommendationsStay updated on global economic trends, market movements and investment productsMain a strong relationship with FNB Fiduciary to ensure the ongoing support, attending to advice needed on trust portfolios regarding investments, adjustments, and withdrawals.

Minimum Requirement:

FSCA recognized Degree - NQF Level 7RE1 CAT I and CAT II license, preferableCFP designation advantageous3 - 5 years' experience as a Financial Advisor

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/03/25

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.