Job Description: To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. [the_ad id="21943"] Job Responsibilities: Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Identify opportunities to expand our customer base with creditworthy and potentially profitable customers. Compile reports that track progress and guide business to make informed decisions Provide sound services and recommendations based on customer and client needs, current information and trends. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Achieve expected financial targets and uphold associated service levels. Ensure effective management of the leads pipeline. Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions. Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base. Support sales through analysis of client portfolio and pro-active client engagement. Understand and market all financial services solutions within the relevant business offering. Act responsibly with work related resources in order to contribute to cost containment. Assist with profit growth for the business through sales and acquisition of new clients. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG. Contribute to innovation by finding faster and more accurate ways of working. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation. Job Requirements: FAIS accreditation required (RE). 2 - 3 years’ experience within a Sales/Service area of a financial environment. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. Relevant Degree in Finance or Economics or Accounting. Job Details: Company: FNB South Africa Vacancy Type: Full Time Job Location: Limpopo, South Africa Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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