Monday , February 26 2024

FNB jobs in Gqeberha – 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:

  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Conduct digital client reviews within the context of client engagements

Job Requirements:

  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • Full understanding of money management principles
  • Sound working knowledge of required business-related systems
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Additional Knowledge – Core product knowledge and linked pricing
  • 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
  • Non-complex protection or risk knowledge
  • Sound working knowledge of Banking and Financial Services Regulatory requirements

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Gqeberha, Eastern Cape, SA

Application Deadline: N/A

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