FNB Vacancies in Johannesburg – Client Advisor

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic 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:

  • Developing new insights into situations and apply innovative solutions to make organizational improvements
  • Delivering internal and external customer service excellence through adherence to quality service standards
  • Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI’s across the
  • Insure, Invest, Loans and Transact Pillars and Products
  • Building working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation
  • Delivering customer experience excellence in own service delivery aligned to Organizational values and service standards
  • Conducting client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Participating in planned activities that are appropriate for own development
  • Executing on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Developing, encouraging, and nurture collaborative relationships within FNB and/or across the business
  • Identify and utilize opportunities for revenue growth to deliver on sales targets
  • Ensuring compliance to legislative and audit requirements and adherence to relevant processes
  • Preventing wastage and identify process improvements to contain and reduce costs

Job Requirements:

  • Minimum Qualification – Relevant Educational and professional background Degree (NQF7) in Banking, Finance, Economics or Accounting with RE5 Regulatory Exam Certificate
  • Experience – 3 to 5 years’ experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
  • Preferred Qualification – Certified Financial Planner (CFP)

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Johannesburg, Gauteng, SA

Application Deadline: N/A

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