Sunday , February 25 2024

FNB Internship – Premier Advisor

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

Job Responsibilities:

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

Job Requirements:

  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Sound working knowledge of required business-related systems
  • Knowledge – Core product knowledge and linked pricing
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • 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
  • Non-complex Wealth management creation and accumulation knowledge
  • Ability to plan and organize work independently
  • Non-complex protection or risk knowledge
  • Full understanding of money management principles

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
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Bellville, Western Cape, South Africa

Application Deadline: N/A

Apply Here