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
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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
- Liaise with SMEs on complex products to provide appropriate product advise
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Prevent wastage and identify process improvements to contain and reduce costs
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Participate in planned activities that are appropriate for own development
- Conduct digital client reviews within the context of client engagements
Job Requirements:
- Ability to match client needs with appropriate product solutions
- Knowledge of global financial markets and current affairs
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Additional Knowledge – Core product knowledge and linked pricing
- Ability to plan and organize work independently
Qualification & Experience:
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- 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: Pretoria, Gauteng, South Africa
Application Deadline: N/A
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