FNB Vacancies in Polokwane – Private Client Advisor Rural

Job Description:

Job Responsibilities:

• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Deliver internal and external customer service excellence through adherence to quality service standards
• Develop new insights into situations and apply innovative solutions to make organisational improvements
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Prevent wastage and identify process improvements to contain and reduce costs
• Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated
• KPI’s across the Insure Pillar and Products
• Participate in planned activities that are appropriate for own development

Qualification & Experience:

• Preferred Qualification – Certified Financial Planner (CFP)
• Minimum Qualification – Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
• Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Polokwane, Limpopo, SA

Application Deadline: N/A

Apply Here