FNB Vacancies in Johannesburg – Premier Advisor II

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:

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

Job Requirements:

• Knowledge of global financial markets and current affairs
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.ore product knowledge and linked pricing
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Ability to match client needs with appropriate product solutions
• Full understanding of money management principles
• Sound working knowledge of required business-related systems
• Non-complex protection or risk knowledge

Qualification & Experience:

• Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Durban, Kwazulu Natal, South Africa

Application Deadline: N/A

Apply Here

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