FNB Vacancies in Bloemfontein – Premier Advisor

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

Job Responsibilities:

• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Deliver internal and external customer service excellence through adherence to quality service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Liaise with SMEs on complex products to provide appropriate product advise
• Creates solutions to meet customer demands to 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
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• Participate in planned activities that are appropriate for own development
• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
• Conduct digital client reviews within the context of client engagements

Job Requirements:

• FNB actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.
• RE5
• All suitably qualified candidates will be considered. Appointments will be made in line with the Bank’s EE Strategy.
• NQF level 6 – FSCA recognised
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• Preference will be given to candidates with the below experience and qualifications:
• DOFA
• 3 – 5 years’ experience as Financial Planner

Qualification & Experience:

• 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
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• 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
• Knowledge of global financial markets and current affairs
• Full understanding of money management principles
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Non-complex protection or risk knowledge
• Sound working knowledge of required business-related systems
• Non-complex Wealth management creation and accumulation knowledge
• Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
• Ability to match client needs with appropriate product solutions
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Ability to plan and organize work independently

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: KwaZulu-Natal, South Africa

Application Deadline: N/A

Apply Here

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