FNB Careers Vacancies – Premier Advisor II

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

Job Requirements:

  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Full understanding of money management principles
  • Non-complex Wealth management creation and accumulation knowledge
  • Sound working knowledge of required business-related systems
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Additional Knowledge – Core product knowledge and linked pricing
  • Non-complex protection or risk knowledge
  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Pietermaritzburg, Kwazulu Natal, SA

Application Deadline: N/A

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