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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:
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Liaise with SMEs on complex products to provide appropriate product advise
- Prevent wastage and identify process improvements to contain and reduce costs
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Conduct digital client reviews within the context of client engagements
- Participate in planned activities that are appropriate for own development
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
Job Requirements:
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
- Knowledge of global financial markets and current affairs
- Ability to plan and organize work independently
- Ability to match client needs with appropriate product solutions
Qualification & Experience:
- 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Relevant Qualification on accredited FSCA List, RE5
- Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Bloemfontein, Free State, South Africa
Application Deadline: N/A
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