Job Description: To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. [the_ad id="21943"] Job Responsibilities: Responsibilities Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products. Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines. Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy. Maintenance of expert knowledge on all FirstRand products, application procedure, processing and timelines in order to drive and achieve relevant sales targets. Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice. Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base. Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships. Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies. Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals. Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions. Achievement of key performance indicators as determined by the business. Qualification & Experience: Experience in sales, investment and risk acumen. Person must not be an unrehabilitated insolvent. RE 5. Certified Financial Planner. Minimum Qualification: Relevant Degree in Finance, Accounting or Investment Management. Experience: 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Experience within the Financial Services Sector together with the relevant preferred qualification. Job Details: Company: FNB South Africa Vacancy Type: Full Time Job Location: Mabopane, Gauteng, South Africa Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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