Jobafrican
Website FNB South Africa
Job Description:
To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
Job Responsibilities:
- Conduct digital client reviews within the context of client engagements
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Deliver internal and external customer service excellence through adherence to quality service standards
- Participate in planned activities that are appropriate for own development
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Prevent wastage and identify process improvements to contain and reduce costs
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Liaise with SMEs on complex products to provide appropriate product advise
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
Qualification & Experience:
- Ability to plan and organize work independently
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Knowledge of global financial markets and current affairs
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Full understanding of money management principles
- Additional Knowledge – Core product knowledge and linked pricing
- Non-complex protection or risk knowledge
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Sound working knowledge of required business-related systems
- Non-complex Wealth management creation and accumulation knowledge
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: N/A
Job Location: George, Western Cape, SA
Application Deadline: N/A
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