FNB Vacancies Gauteng – Premier Advisor II

Website FirstRand

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:

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

Job Requirements:

  • Sound working knowledge of required business-related systems
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • 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
  • Ability to plan and organize work independently
  • Non-complex Wealth management creation and accumulation knowledge
  • Non-complex protection or risk knowledge
  • Additional Knowledge – Core product knowledge and linked pricing
  • Knowledge of global financial markets and current affairs
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Full understanding of money management principles

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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