Careers at FNB – 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:

  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • 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
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Participate in planned activities that are appropriate for own development
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Conduct digital client reviews within the context of client engagements
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation

Job Requirements:

  • Non-complex Wealth management creation and accumulation knowledge
  • Additional Knowledge – Core product knowledge and linked pricing
  • Ability to plan and organize work independently
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • 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
  • Sound working knowledge of required business-related systems
  • Full understanding of money management principles
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Kriel, Mpumalanga, SA

Application Deadline: N/A

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