IT Auditor Jobs in Hermanus

Website Discovery Limited

About the job

Role Purpose

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Responsibilities

  • Achieve expected financial targets and uphold associated service levels.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Provide sound services and recommendations based on customer and client needs, current information and trends.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Compile reports that track progress and guide business to make informed decisions
  • Ensure effective management of the leads pipeline.
  • Support sales through analysis of client portfolio and pro-active client engagement.
  • Assist with profit growth for the business through sales and acquisition of new clients.
  • Understand and market all financial services solutions within the relevant business offering.

Qualifications and Experience

  • Relevant NQF7 level degree in Finance or Economics or Accounting.
  • 2 – 3 years’ experience within a Sales/Service area of a financial environment.
  • Preferred Qualification: FAIS accreditation required (RE5).

Additional Requirements:

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank’s EE Strategy.

FNB actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.



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