Saturday , April 20 2024

FNB Learnerships – Private Client Advisor Rural

Website FirstRand

Job Description:

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic 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:

  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Develop new insights into situations and apply innovative solutions to make organisational improvements
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Participate in planned activities that are appropriate for own development
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes

Qualification & Experience:

  • Minimum Qualification – Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
  • Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
  • Preferred Qualification – Certified Financial Planner (CFP)

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Kimberley, Northern Cape, SA

Application Deadline: N/A

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