FNB Internship – Premier Advisor II

Job Description:

Job Responsibilities:

• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• 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
• Prevent wastage and identify process improvements to contain and reduce costs
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
• Conduct digital client reviews within the context of client engagements
• Liaise with SMEs on complex products to provide appropriate product advise
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Provide appropriate banking and financial solutions across an allocated portfolio of clients

Job Requirements:

• Non-complex protection or risk knowledge
• 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
• Non-complex Wealth management creation and accumulation knowledge
• Full understanding of money management principles
• 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
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Additional Knowledge – Core product knowledge and linked pricing

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Brits, North West, SA

Application Deadline: N/A

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