Jobs at FNB – 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:

  • Participate in planned activities that are appropriate for own development
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Conduct digital client reviews within the context of client engagements
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • 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
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards

Job Requirements:

  • 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
  • Full understanding of money management principles
  • Non-complex Wealth management creation and accumulation knowledge
  • Sound working knowledge of required business-related systems
  • Additional Knowledge – Core product knowledge and linked pricing
  • Non-complex protection or risk knowledge

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Giyani, Limpopo, SA

Application Deadline: N/A

Apply Here

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