Sunday , February 5 2023

FNB Job 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:

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

Job Requirements:

  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • 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 protection or risk knowledge
  • Sound working knowledge of required business-related system
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Non-complex Wealth management creation and accumulation knowledge
  • Additional Knowledge – Core product knowledge and linked pricing

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Gqeberha, Eastern Cape, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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