FNB Jobs Near Me – 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:

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

Job Requirements:

  • Full understanding of money management principles
  • 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
  • Non-complex Wealth management creation and accumulation knowledge
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Non-complex protection or risk knowledge
  • 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
  • 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
  • Ability to plan and organize work independently

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Sekhukhune, Limpopo, SA

Application Deadline: N/A

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