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
- Prevent wastage and identify process improvements to contain and reduce costs
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Participate in planned activities that are appropriate for own development
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- 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
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Conduct digital client reviews within the context of client engagements
Job Requirements:
- Non-complex Wealth management creation and accumulation knowledge
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Additional Knowledge – Core product knowledge and linked pricing
- Non-complex protection or risk knowledge
- Full understanding of money management principles
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Lydenburg, Mpumalanga, SA
Application Deadline: N/A
Vacancieshut.com