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:
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Participate in planned activities that are appropriate for own development
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
Job Requirements:
- Sound working knowledge of required business-related systems
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Preferred Qualification – Certified Financial Planner (CFP)
- Additional Knowledge – Full understanding of money management principles
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge on wealth management creation and accumulation
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Pretoria, Gauteng, SA
Application Deadline: N/A
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