Job Description

To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.

• Achieve gross production target as indicated in scorecard.
• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
• Be an ambassador for FNB as a financial service provider encompassing our internal values and ethical standards.
• Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
• Develop networks and build alliances to build and strengthen internal support bases.
• Engage in cross-functional activities. 
• Collaborate across boundaries and finds common ground with a widening range of stakeholders. 
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Analyse financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Review clients' financial plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Monitor financial market trends to ensure that client plans are responsive.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
• Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
• Ensure optimal usage and protection of business assets.

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Important Closing Date Note

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

18/07/26