Business Financial Advisor

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. As a Business Financial Advisor, you'll be part of a team of self-motivated, sales team through the effective delivery of existing products and financial advisory solutions in the Gauteng region.

Requirements

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand 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 contacting 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

Benefits

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate