Personal Financial Advisor

Updated: April 10, 2024 09:06 PM GMT

FNB Namibia

Richards Bay

Job Description

To provide appropriate risk and 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 risk 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 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... More Detail