Jobsrican
Website FNB South Africa
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
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