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:
- Participate in planned activities that are appropriate for own development
- Liaise with SMEs on complex products to provide appropriate product advise
- Prevent wastage and identify process improvements to contain and reduce costs
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
Job Requirements:
- Knowledge of global financial markets and current affairs
- Ability to match client needs with appropriate product solutions
- Ability to plan and organize work independently
- 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
Qualification & Experience:
- 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
- Relevant Qualification on accredited FSCA List, RE5
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Polokwane, Limpopo, South Africa
Application Deadline: N/A
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