Monday , February 6 2023

FNB Bank Vacancies – 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:

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

Job Requirements:

  • Full understanding of money management principles
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Non-complex Wealth management creation and accumulation knowledge
  • Additional Knowledge – Core product knowledge and linked pricing
  • Sound working knowledge of required business-related systems
  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Umhlanga, Kwazulu Natal, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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