FNB Business Financial Advisor in South Africa 2025 Needed

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FNB Business Financial Advisor in South Africa

If you’re a graduate passionate about finance, investments, and helping businesses grow, FNB Business Financial Advisor jobs might be the opportunity you’ve been waiting for. As part of First National Bank (FNB)—a division of the FirstRand Group—you’ll have the chance to work with one of South Africa’s leading financial institutions, known for innovation, integrity, and exceptional client service.

Profile of the Post

The Business Financial Advisor position at FNB is designed for professionals who are ready to guide clients toward achieving their financial goals.
Your mission will be to provide expert advice on investment strategies, risk management, and financial planning, ensuring that every recommendation aligns with both client objectives and FNB’s compliance standards under the FAIS regulatory framework.
While this current advertisement represents a talent pool and not an active vacancy, it offers you the chance to express your interest and be considered for future FNB Business Financial Advisor roles as they become available.
By joining this talent community, your application will be kept on record, allowing recruiters to match your profile with upcoming openings in the same category.

The Reasons to work with FNB

FNB is home to the changeables—people who constantly adapt, innovate, and deliver meaningful financial solutions. When you join the FNB team, you’re joining a culture that values curiosity, collaboration, and creativity. Whether you’re based in Richards Bay or any other FNB branch, you’ll be part of an inclusive environment that encourages continuous learning and professional growth.

The bank’s approach to talent management focuses on helping individuals reach their full potential while driving real change in the financial services industry. You’ll collaborate with a diverse team of professionals, each contributing unique skills and perspectives to deliver value to clients and communities.

Major Responsibilities

As an FNB Business Financial Advisor, your responsibilities will include:

Reaching and exceeding sales targets by identifying opportunities to promote FirstRand investment and risk products.
Building and maintaining strong client relationships by offering proactive, personalized financial solutions.
Managing both new and existing client portfolios to ensure continued growth and client satisfaction.
Generating and forwarding qualified business leads to the appropriate product houses to enhance cross-selling and strengthen customer relationships.
Staying up-to-date with industry trends and maintaining compliance with legislative, FAIS, and audit requirements.
Handling a high volume of client interactions while delivering efficient and accurate financial advice.

Eligibility Criteria

To be considered for an FNB Business Financial Advisor job, you should have the following:

A degree in finance, accounting, or investment management, or a CFP (Certified Financial Planner) qualification.
RE 5 certification (not under supervision).
3 to 5 years of experience in a similar financial advisory or sales role.
Strong experience in business insurance, investment solutions, and risk management.
A solid track record in client acquisition, portfolio management, and financial consulting.
Compliance with the National Credit Act (NCA), including a valid credit record check.
A clean financial standing (not an unrehabilitated insolvent).

Exceptional Needed Skills

The ideal candidate for this position will bring a blend of strong financial knowledge and interpersonal skills. You’ll need to demonstrate:

Proven sales and negotiation abilities.
Expertise in credit assessment and client servicing.
Excellent communication and relationship-building skills across diverse market segments.
The ability to identify and convert business opportunities into sustainable long-term partnerships.
A collaborative mindset, working effectively within cross-functional teams.

Benefits from FNB

Working at FNB isn’t just a job—it’s a journey toward professional excellence. The bank offers a supportive and inspiring environment where you’ll have access to:

Ongoing opportunities for networking, collaboration, and professional development.
Exposure to innovative financial technologies and advisory tools.
A culture that rewards initiative, innovation, and customer-focused performance.
An inclusive workplace that embraces diversity and equity, aligned with the FirstRand Group Employment Equity Plan.
FNB is committed to empowering people with disabilities and creating a workplace that respects confidentiality.
If you wish to disclose a disability, this will remain confidential unless disclosure is legally required.

Conclusion

Working with FNB as a business financial advisor offers more than just a career—it’s an opportunity to shape financial futures and be part of a forward-thinking institution that values people, purpose, and performance. Whether you’re an experienced advisor or an ambitious professional seeking your next challenge, FNB Business Financial Advisor jobs provide the platform to grow, learn, and lead.

The Application Process

If you’re ready to explore FNB careers and make a meaningful impact, visit the official FirstRand job portal to submit your application. Even though this particular listing is for a talent pool, your profile will be reviewed and considered for future opportunities that align with your skills.

To Apply, click here