FNB Jobs in Limpopo – 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:

  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
  • Participate in planned activities that are appropriate for own development
  • 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
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Prevent wastage and identify process improvements to contain and reduce costs

Job Requirements:

  • Additional Knowledge – Core product knowledge and linked pricing
  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Full understanding of money management principles

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Groblersdal, Limpopo, SA

Application Deadline: N/A

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