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: 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 Apply Here Vacancieshut.com
Vacancieshut