FNB Careers – 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
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Participate in planned activities that are appropriate for own development
  • 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
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Job Requirements:

  • Knowledge of global financial markets and current affairs
  • Full understanding of money management principles
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Sound working knowledge of required business-related systems
  • Non-complex protection or risk knowledge
  • Non-complex Wealth management creation and accumulation knowledge
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • 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
  • Additional Knowledge – Core product knowledge and linked pricing
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Bela-Bela, Limpopo, SA

Application Deadline: N/A

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