Careers at FNB – Premier Advisor

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

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Job Responsibilities:

• Creates solutions to meet customer demands to 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
• Liaise with SMEs on complex products to provide appropriate product advise
• 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
• Conduct digital client reviews within the context of client engagements
• Participate in planned activities that are appropriate for own development
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Ensure compliance to legislative and audit requirements and adherence to relevant processes

Job Requirements:

• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Ability to plan and organize work independently
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Sound working knowledge of required business-related systems
• Licensed and mandated for advice and intermediary services in respect of the following FAIS Categories: 1.3; 1.4, 1.5 and 1.14 (Must NOT be under supervision)
• Qualification must be minimum NQF Level 5 – FSCA Recognized
• 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
• Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
• Minimum 2 years’ experience as a Financial Advisor;
• Experience in Banking Sales and Service;
• RE05
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Knowledge of global financial markets and current affairs
• Ability to match client needs with appropriate product solutions
• Full understanding of money management principles

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Howick, KwaZulu-Natal, SA

Application Deadline: N/A

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