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:
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- 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
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
- Prevent wastage and identify process improvements to contain and reduce costs
- Participate in planned activities that are appropriate for own development
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
Job Requirements:
- Ability to match client needs with appropriate product solutions
- Wealth protection or risk knowledge
- Excellent knowledge of global financial markets and current affairs
- Additional Knowledge – Full understanding of money management principles
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Excellent project management skills and able to plan and organize work independently
- Preferred Qualification – Certified Financial Planner (CFP)
- 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
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Pretoria, Gauteng, SA
Application Deadline: N/A
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