Vacancieshut
Website FNB South Africa
Job Description:
To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic 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:
- Deliver internal and external customer service excellence through adherence to quality service standards
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
- Prevent wastage and identify process improvements to contain and reduce costs
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Participate in planned activities that are appropriate for own development
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
Job Requirements:
- Sound working knowledge of required business-related systems
- Preferred Qualification – Certified Financial Planner (CFP)
- Additional Knowledge – Full understanding of money management principles
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Knowledge on wealth management creation and accumulation
- Excellent project management skills and able to plan and organize work independently
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Cape Town, Western Cape, SA
Application Deadline: N/A
Vacancieshut.com