Saturday , November 26 2022

FNB Bank Careers – 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:

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

Job Requirements:

  • Experience in Banking Sales and Service;
  • RE05
  • 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)
  • Minimum 2 years’ experience as a Financial Advisor;
  • Qualification must be minimum NQF Level 5 – FSCA Recognized

Job Details:

Company: FNB South Africa

Job Category: Bank 

Vacancy Type: Full Time

Job Location: FNB South Africa

Application Deadline: N/A

Apply Here

Jobsafricia.online

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