Vacancieshut
Website FNB South Africa
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:
- Prevent wastage and identify process improvements to contain and reduce costs
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Participate in planned activities that are appropriate for own development
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Conduct digital client reviews within the context of client engagements
- Liaise with SMEs on complex products to provide appropriate product advise
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
Job Requirements:
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Full understanding of money management principles
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Sound working knowledge of required business-related systems
- Non-complex Wealth management creation and accumulation knowledge
- Additional Knowledge – Core product knowledge and linked pricing
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Bizana, Eastern Cape, SA
Application Deadline: N/A
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