VacanciesHut.online
Website FirstRand
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:
- Prevent wastage and identify process improvements to contain and reduce costs
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- 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
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Liaise with SMEs on complex products to provide appropriate product advise
Job Requirements:
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Sound working knowledge of required business-related systems
- Full understanding of money management principles
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Additional Knowledge – Core product knowledge and linked pricing
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Non-complex Wealth management creation and accumulation knowledge
- Non-complex protection or risk knowledge
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Groblersdal, Limpopo, SA
Application Deadline: N/A
Report Job