Business Financial Advisor page is loaded Business Financial Advisor Apply locations Stellenbosch time type Full time posted on Posted 7 Days Ago job requisition id R8651 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 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 Job Details Application Closing Date 16/06/24 All appointments will be made in line with FirstRand 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. Introduce Yourself Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match. Should you have any queries, please log it via MyQ . About Us Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people’s lives, in an authentic, profound and sustainable way. #J-18808-Ljbffr