Vacancies at FNB – Premier Advisor II

Job Description:

Job Responsibilities:

• Identify and utilise opportunities for revenue growth to deliver on sales targets
• 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
• Conduct digital client reviews within the context of client engagements
• Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
• Liaise with SMEs on complex products to provide appropriate product advise
• Participate in planned activities that are appropriate for own development
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Job Requirements:

• Non-complex Wealth management creation and accumulation knowledge
• Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
• 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
• Additional Knowledge – Core product knowledge and linked pricing
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Sound working knowledge of required business-related systems
• Full understanding of money management principles

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Polokwane, Limpopo, SA

Application Deadline: N/A

Apply Here