
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:
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Participate in planned activities that are appropriate for own development
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Prevent wastage and identify process improvements to contain and reduce costs
- Liaise with SMEs on complex products to provide appropriate product advise
Job Requirements:
- Ability to plan and organize work independently
- 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 match client needs with appropriate product solutions
Qualification & Experience:
- Qualification must be minimum NQF Level 5 – FSCA Recognized
- Minimum 2 years’ experience as a Financial Advisor
- Experience in Banking Sales and Service
- RE05
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Pretoria, Gauteng, South Africa
Application Deadline: N/A
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