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Website FNB South Africa
Job Description:
To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Job Responsibilities:
- Support sales through analysis of client portfolio and pro-active client engagement.
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Contribute to innovation by finding faster and more accurate ways of working.
Job Requirements:
- 2 – 3 years’ experience within a Sales/Service area of a financial environment.
- Preferred Qualification: FAIS accreditation required (RE).
- Relevant Degree in Finance or Economics or Accounting.
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Functions: Banking
Job Location: Upington, Northern Cape, South Africa
Application Deadline: N/A
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