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:
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- 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
Job Requirements:
- Knowledge of global financial markets and current affairs
- Ability to plan and organize work independently
- Ability to match client needs with appropriate product solutions
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Qualification & Experience:
- 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
- Relevant Qualification on accredited FSCA List, RE5
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Cape Town, Western Cape, South Africa
Application Deadline: N/A
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