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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:
- 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
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Liaise with SMEs on complex products to provide appropriate product advise
- 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
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Prevent wastage and identify process improvements to contain and reduce costs
- Participate in planned activities that are appropriate for own development
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
Job Requirements:
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Sound working knowledge of required business-related systems
- 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 Banking and Financial Services Regulatory requirements
- Ability to plan and organize work independently
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Knowledge of global financial markets and current affairs
- Non-complex protection or risk knowledge
- Additional Knowledge – Core product knowledge and linked pricing
- Non-complex Wealth management creation and accumulation knowledge
- Full understanding of money management principles
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Pretoria, Gauteng, SA
Application Deadline: N/A
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