FNB Administration Vacancies – Premier Advisor II

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:

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

Job Requirements:

• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Non-complex protection or risk knowledge
• Sound working knowledge of required business-related systems
• Non-complex Wealth management creation and accumulation knowledge
• Ability to plan and organize work independently
• Additional Knowledge – Core product knowledge and linked pricing
• Ability to match client needs with appropriate product solutions
• Full understanding of money management principles
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
• Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
• Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
• Knowledge of global financial markets and current affairs

Job Details:

Company: FNB

Vacancy Type:  Full Time

Job Location: Pretoria

Application Deadline: N/A

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