VacanciesHut.online
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:
- Liaise with SMEs on complex products to provide appropriate product advise
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Prevent wastage and identify process improvements to contain and reduce costs
- Creates solutions to meet customer demands to 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
- Participate in planned activities that are appropriate for own development
- Conduct digital client reviews within the context of client engagements
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
Job Requirements:
- Full understanding of money management principles
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Non-complex protection or risk knowledge
- Non-complex Wealth management creation and accumulation knowledge
- Additional Knowledge – Core product knowledge and linked pricing
- Ability to plan and organize work independently
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Pretoria, Gauteng, SA
Application Deadline: N/A
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