To provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements, within the bank Premium Advisory Sales and Product mandates, advice philosophy and targets.

• 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 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, 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.

Requirements:

• Relevant Degree in Finance, Accounting or Investment Management.
• RE 5. Certified Financial Planner.
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• CFP (Post grad in Financial Planning)
• All relevant FAIS CAT’s (Not under supervision)
• 3-5 years experience in Commercial/Business Financial Planning
• FPI member or Professional related body
• We need a candidate fully bilingual in English/Afrikaans

Experience:

• 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
• Experience in sales, investment and risk acumen.
• Experience within the Financial Services Sector together with the relevant preferred qualification.
• Person must not be an unrehabilitated insolvent.

• Experience in Shariah law, products & advice would be a bonus, or beneficial