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 [the_ad id="21943"] Job Responsibilities: Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers Deliver internal and external customer service excellence through adherence to quality service standards Identify and utilise opportunities for revenue growth to deliver on sales targets Prevent wastage and identify process improvements to contain and reduce costs Ensure compliance to legislative and audit requirements and adherence to relevant processes Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards Provide appropriate banking and financial solutions across an allocated portfolio of clients Conduct digital client reviews within the context of client engagements Participate in planned activities that are appropriate for own development Liaise with SMEs on complex products to provide appropriate product advise Job Requirements: Ability to plan and organize work independently Minimum Qualification - Relevant Qualification on accredited FSCA List, RE5 Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests always Qualification must be minimum NQF Level 5 – FSCA Recognized Sound working knowledge of required business-related systems Minimum 2 years’ experience as a Financial Advisor; Ability to match client needs with appropriate product solutions Experience - 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level Additional Knowledge - Core product knowledge and linked pricing Preferred Qualification - Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories Proven track record in servicing a portfolio of clients and in acquisition of new relationships Licensed and mandated for advice and intermediary services in respect of the following FAIS Categories: 1.3; 1.4, 1.5 and 1.14 (Must NOT be under supervision) Experience in Banking Sales and Service; Full understanding of money management principles Knowledge of global financial markets and current affairs RE05 Job Details: Company: FNB South Africa Vacancy Type: Full Time Job Location: Bela-Bela, Limpopo, SA Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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