FNB Internship – Premier Advisor II

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:

  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Conduct digital client reviews within the context of client engagements
  • Participate in planned activities that are appropriate for own development
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Job Requirements:

  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Non-complex protection or risk knowledge
  • inimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Non-complex Wealth management creation and accumulation knowledge
  • 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
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Sound working knowledge of required business-related systems
  • Ability to plan and organize work independently

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Brits, North West, SA

Application Deadline: N/A

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