Monday , February 6 2023

FNB Bank Careers – Premier Advisor

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:

  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Participate in planned activities that are appropriate for own development
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Conduct digital client reviews within the context of client engagements
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards

Job Requirements:

  • Additional Knowledge – Core product knowledge and linked pricing
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Full understanding of money management principles
  • Sound working knowledge of required business-related systems
  • Ability to plan and organize work independently
  • 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: Pietermaritzburg, Kwazulu Natal, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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