FNB Careers – Sales and Client Services

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
  • Liaise with SMEs on complex products to provide appropriate product advise
  • 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
  • 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
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Participate in planned activities that are appropriate for own development

Job Requirements:

  • Additional Knowledge – Core product knowledge and linked pricing
  • 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
  • Sound working knowledge of required business-related systems
  • Ability to plan and organize work independently
  • Non-complex Wealth management creation and accumulation knowledge
  • 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
  • Non-complex protection or risk knowledge
  • Full understanding of money management principles

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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