FNB Careers Recruitment – Premier Advisor

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:

• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Participate in planned activities that are appropriate for own development
• Prevent wastage and identify process improvements to contain and reduce costs
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Conduct digital client reviews within the context of client engagements

Job Requirements:

• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Non-complex Wealth management creation and accumulation knowledge
• Knowledge of global financial markets and current affairs
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Ability to plan and organize work independently
• Ability to match client needs with appropriate product solutions

Qualification & Experience:

• 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
• 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: Banking

Job Location: Ladysmith, KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here

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