Vacancieshut
Website FirstRand
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:
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Creates solutions to meet customer demands to 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
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Liaise with SMEs on complex products to provide appropriate product advise
- Participate in planned activities that are appropriate for own development
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Prevent wastage and identify process improvements to contain and reduce costs
- Conduct digital client reviews within the context of client engagements
Job Requirements:
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Ability to plan and organize work independently
- Non-complex protection or risk knowledge
- Sound working knowledge of required business-related systems
- Additional Knowledge – Core product knowledge and linked pricing
- Non-complex Wealth management creation and accumulation knowledge
- Full understanding of money management principles
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Knowledge of global financial markets and current affairs
- Sound working knowledge of Banking and Financial Services Regulatory requirements
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Gqeberha, Eastern Cape, SA
Application Deadline: N/A
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