Purpose of the Position:
To provide personalised risk and investment advice to clients, ensuring full compliance with FIA & FIMA regulations and consistently applying the Pointbreak Advisory Framework..
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ARE YOU SOMEONE WHO CAN:
- Build, manage, and maintain strong relationships with new and existing clients through proactive engagement and exceptional service delivery.
- Conduct comprehensive financial needs analyses and develop tailored financial plans aligned to individual client goals and risk profiles.
- Provide professional advice and tailored solutions across the full wealth management spectrum, including wealth creation, wealth preservation, wealth transfer, retirement planning, risk protection, and investment management.
- Deliver exceptional customer experiences by identifying client needs and providing innovative, compliant, and value-adding solutions.
- Grow and retain a portfolio of clients through networking, lead generation, referrals, and ongoing relationship management.
- Achieve agreed asset growth and revenue targets while maintaining a strong client-centric approach.
- Utilise approved planning tools, investment frameworks, and advice methodologies to formulate appropriate client recommendations.
- Ensure compliance with all legislative, regulatory, governance, audit, and risk management requirements.
- Maintain accurate client records and documentation in accordance with FAIS and internal compliance standards.
- Work collaboratively with internal teams and business partners to maximise client value and business opportunities.
- Keep abreast of market developments, investment trends, economic conditions, and industry changes to provide informed financial advice.
- Continuously develop professional knowledge and competencies to maintain credibility as a trusted wealth management professional.
YOU WILL BE AN IDEAL CANDIDATE IF YOU MEET THE BELOW REQUIREMENTS:
- Bachelor of Commerce (BCom) or a relevant tertiary qualification in Finance, Investments, Economics, Business, or a related field.
- Above 5 years’ experience in Wealth Advisory, Financial Planning, or a related investment environment.
- A valid driver’s license and own transport.
- Strong knowledge of investment products, risk products, financial planning principles, and wealth management solutions.
- Knowledge of FIA and FIMA regulations and meet all Fit and Proper (FAP) requirements.
- Strong relationship management, networking, and business development skills.
- Excellent communication, presentation, and client engagement abilities.
- CFP®, RE5, or other relevant financial advisory qualifications will be advantageous.
- Experience providing financial planning and wealth management solutions to clients at different life stages, including wealth accumulation, preservation, and transfer planning.
You will have access to:
- Opportunities to network and collaborate with solutionists specialist teams.
- A challenging and evolving working environment.
- Opportunities to innovate and grow within the Banking ecosystem.
We can be a match if you are:
- Always doing the right thing – Fight for ethical conduct and transparency, both inside and outside
- Curious – Believe in insight, creativity, and its power to unlock value
- Deeply Invested – Take initiative and be a leader in your own right
- Valuing differences – Be inclusive, gracious, decent, and humble
- Building Trust not Territory – Crete a culture of sharing
- Courageous – We’ve built a culture of bravery by speaking our minds and encouraging others to do the same
The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:
Apply online via: FNB Career Portal
