Saturday , February 24 2024

FNB Vacancies Polokwane – Private Wealth Advisor

Website FNB South Africa

Job Description:

To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic 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:

  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Participate in planned activities that are appropriate for own development
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG

Job Requirements:

  • Ability to match client needs with appropriate product solutions
  • Excellent 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
  • Additional Knowledge – Full understanding of money management principles
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Sound working knowledge of required business-related systems
  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Knowledge on wealth management creation and accumulation
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Preferred Qualification – Certified Financial Planner (CFP)

Job Details:

Company: FNB South Africa

Vacancy Type:  Full Time

Job Location: Gqeberha, Eastern Cape, South Africa

Application Deadline: N/A

Apply Here

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