FNB Vacancies – Premier Advisor II

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:

  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Conduct digital client reviews within the context of client engagements
  • Participate in planned activities that are appropriate for own development
  • 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
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Prevent wastage and identify process improvements to contain and reduce costs
  • 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:

  • Sound working knowledge of required business-related systems
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Non-complex protection or risk knowledge
  • 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
  • Full understanding of money management principles
  • Non-complex Wealth management creation and accumulation knowledge
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: George, Western Cape, SA

Application Deadline: N/A

Apply Here


 Report Job