VacanciesHut.online
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
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Conduct digital client reviews within the context of client engagements
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Deliver internal and external customer service excellence through adherence to quality service standards
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Liaise with SMEs on complex products to provide appropriate product advise
- Participate in planned activities that are appropriate for own development
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
Job Requirements:
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Full understanding of money management principles
- Additional Knowledge – Core product knowledge and linked pricing
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Non-complex protection or risk knowledge
- Ability to plan and organize work independently
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Non-complex Wealth management creation and accumulation knowledge
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Sound working knowledge of required business-related systems
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Phalaborwa, Limpopo, SA
Application Deadline: N/A
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