Wednesday , February 8 2023

FNB Debt Collection Vacancies – Private Clients Advisor

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic 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:

  • Executing on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Identifying and utilize opportunities for revenue growth to deliver on sales targets.
  • Delivering internal and external customer service excellence through adherence to quality service standards.
  • Providing appropriate banking and financial solutions across an allocated portfolio of clients.
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
  • Preventing wastage and identifying process improvements to contain and reduce costs.

Job Requirements:

  • Relevant Educational and professional background with a Degree NQF7 level in Banking, Finance, Economics or Accounting
  • Certified Financial Planner (CFP)
  • 3 to 5 years of experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management)
  • Class of Business (Long Term Insurance, Pension Benefits / Funds, and Investments)
  • RE5 Regulatory certificates
  • Recent Certificates

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

Apply Here

jobafrican.xyz

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