Job Description: To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Job Responsibilities: Act responsibly with work related resources in order to contribute to cost containment. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions. Identify opportunities to expand our customer base with creditworthy and potentially profitable customers. Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base. Compile reports that track progress and guide business to make informed decisions Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Qualification & Experience: 2 - 3 years’ experience within a Sales/Service area of a financial environment. Relevant Degree in Finance or Economics or Accounting. Preferred Qualification: FAIS accreditation required (RE). Job Details: Company: FNB South Africa Vacancy Type: Full Time Job Location: Klerksdorp, North West, SA Application Deadline: N/A Apply Here Vacancieshut.com
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