Monday , February 6 2023

FNB Vacancies 2022 – 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:

  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Conduct digital client reviews within the context of client engagements
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards

Job Requirements:

  • Full understanding of money management principles
  • Additional Knowledge – Core product knowledge and linked pricing
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • 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

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Brits, North West, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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