Vacancieshut
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:
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Liaise with SMEs on complex products to provide appropriate product advise
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Participate in planned activities that are appropriate for own development
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Conduct digital client reviews within the context of client engagements
- Prevent wastage and identify process improvements to contain and reduce costs
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
Job Requirements:
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Non-complex Wealth management creation and accumulation knowledgePreferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Additional Knowledge – Core product knowledge and linked pricing
- Full understanding of money management principles
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Kriel, Mpumalanga, SA
Application Deadline: N/A
Vacancieshut.com