Overview
Business Financial Advisor Jobs in Pietermaritzburg, South Africa at Rmbwestport
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Business Financial Advisor
Apply locations Pietermaritzburg time type Full time posted on Posted 5 Days Ago time left to apply End Date:
March 10, 2025 (6 days left to apply) job requisition  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.
Are you someone who can:
Achieve previously determined sales targets across the business by identifying opportunities to advise on First Rand investment and risk products.
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 grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.
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.
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 with in 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 First Rand 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.
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Title: Business Financial Advisor
Company: Rmbwestport
Location: Pietermaritzburg, South Africa
Category: Finance & Banking (Financial Consultant, Financial Sales), Sales (Financial Sales)
