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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:
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Prevent wastage and identify process improvements to contain and reduce costs
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Liaise with SMEs on complex products to provide appropriate product advise
Job Requirements:
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge of global financial markets and current affairs
- Sound working knowledge of required business-related systems
- Ability to match client needs with appropriate product solutions
Qualification & Experience:
- Experience in Banking Sales and Service
- Qualification must be minimum NQF Level 5 – FSCA Recognized
- Relevant Qualification on accredited FSCA List, RE5
- 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Minimum 2 years’ experience as a Financial Advisor
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Lydenburg, Mpumalanga, South Africa
Application Deadline: N/A
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