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:
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Deliver internal and external customer service excellence through adherence to quality service standards
- 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
- Conduct digital client reviews within the context of client engagements
- 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
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- 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:
- Ability to plan and organize work independently
- Full understanding of money management principles
- Sound working knowledge of required business-related systems
- 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
- Non-complex protection or risk knowledge
- Additional Knowledge – Core product knowledge and linked pricing
- 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
- Sound working knowledge of Banking and Financial Services Regulatory requirements
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: N/A
Job Location: East London, Eastern Cape, SA
Application Deadline: N/A
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