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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:
- Liaise with SMEs on complex products to provide appropriate product advise
- Participate in planned activities that are appropriate for own development
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Prevent wastage and identify process improvements to contain and reduce costs
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Conduct digital client reviews within the context of client engagements
Job Requirements:
- Knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Non-complex protection or risk knowledge
- Ability to plan and organize work independently
Qualification & Experience:
- Relevant Qualification on accredited FSCA List, RE5
- Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Worcester, Western Cape, South Africa
Application Deadline: N/A
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