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:
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Participate in planned activities that are appropriate for own development
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Conduct digital client reviews within the context of client engagements
- Prevent wastage and identify process improvements to contain and reduce costs
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Liaise with SMEs on complex products to provide appropriate product advise
Job Requirements:
- Knowledge of global financial markets and current affairs
- Ability to plan and organize work independently
- 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:
- Experience in Banking Sales and Service
- Relevant Qualification on accredited FSCA List, RE5
- Qualification must be minimum NQF Level 5 – FSCA Recognized
- Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Minimum 2 years’ experience as a Financial Advisor
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Sekhukhune, Limpopo, South Africa
Application Deadline: N/A
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