Jobsrican
Website FirstRand
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:
- Liaise with SMEs on complex products to provide appropriate product advise
- Creates solutions to meet customer demands to 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
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Conduct digital client reviews within the context of client engagements
- Participate in planned activities that are appropriate for own development
- Prevent wastage and identify process improvements to contain and reduce costs
- 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
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Deliver internal and external customer service excellence through adherence to quality service standards
Job Requirements:
- Experience in Banking Sales and Service;
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- 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
- Ability to match client needs with appropriate product solutions
- Non-complex Wealth management creation and accumulation knowledge
- Sound working knowledge of required business-related systems
- RE05
- Non-complex protection or risk knowledge
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge of global financial markets and current affairs
- Additional Knowledge – Core product knowledge and linked pricing
- Minimum 2 years’ experience as a Financial Advisor;
- Ability to plan and organize work independently
- Full understanding of money management principles
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Emalahleni, Mpumalanga, SA
Application Deadline: N/A
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