Latest Jobs 2025 | Vacancies For You
Website FNB South Africa
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
Qualification & Experience:
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Non-complex protection or risk knowledge
- Non-complex Wealth management creation and accumulation knowledge
- Sound working knowledge of required business-related systems
- Knowledge of global financial markets and current affairs
- 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
- Full understanding of money management principles
- Ability to plan and organize work independently
- 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
- Ability to match client needs with appropriate product solutions
- Sound working knowledge of Banking and Financial Services Regulatory requirements
Job Details:
Company: FNB South Africa
Vacancy Type: Full Time
Job Location: Thohoyandou, Limpopo, SA
Application Deadline: N/A
vacanciesforyou.xyz