Vacancies at FNB In Phalaborwa – Premier Advisor

Website FNB South Africa

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:

  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • 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
  • Participate in planned activities that are appropriate for own development
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Conduct digital client reviews within the context of client engagements
  • Prevent wastage and identify process improvements to contain and reduce costs
  • 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

Job Requirements:

  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
  • Sound working knowledge of required business-related systems
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Non-complex Wealth management creation and accumulation knowledge
  • Knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • 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
  • Ability to plan and organize work independently
  • Full understanding of money management principles
  • Non-complex protection or risk knowledge
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Sound working knowledge of Banking and Financial Services Regulatory requirements

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Phalaborwa, Limpopo, SA

Application Deadline: N/A

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