Branch Advisor FAIS- CPT | FNB South Africa
Job Location : Western Cape, Cape Town
Deadline : April 01, 2026
About the Role
This role delivers high-RPM financial advisory services by managing complex client investment data and credit profiles in Cape Town. Utilizing Salesforce for pipeline management and Oracle for financial reporting, the advisor ensures 100% compliance with FAIS and FICA regulations. Their work mitigates operational risk by providing data-driven wealth solutions that align with institutional risk appetite and regional economic trends.
Job Description
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
Are you someone who can:
- Build and maintain strong relationships with clients.
- Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
- Educate customers to the correct Banking platform aligned with their needs.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Analyze customer data and recommend tailored solutions.
- Achieve sales results by providing contextual and integrated financial solutions to customers.
- Conduct yourself in an ethical manner.
- Takes accountability for own performance, personal and career development.
- Show empathy with customers.
- Stay updated on industry trends and product knowledge.
You will be an ideal candidate if you possess the following:
- NQF4 qualification or higher
- 1-2 years’ experience in Client Services Support and delivery
End Date: December 30, 2025
Career Growth & Education
A Bachelor’s degree in Commerce, Finance, or Economics is the required foundation, supplemented by the mandatory RE5 regulatory examination. Professionals can advance to Private Banker or Wealth Manager roles by mastering portfolio management and digital banking analytics. Participating in specialized fintech bootcamps and obtaining advanced certifications in financial planning through professional platforms provides a path to senior leadership in the global banking sector.
Salary & Financial Insight
Estimated monthly salaries for Branch Advisors range from R25,000 to R48,000, often supplemented by performance-based commissions. Strategic financial planning should involve a focus on offshore investment diversification and professional tax planning to optimize long-term wealth growth.
Interested and Qualified candidates should Click here to Apply Now
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