FNB Vacancies Mpumalanga – Premier Advisor

Website FNB

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:

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

Job Requirements:

  • Sound working knowledge of required business-related systems
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Minimum 2 years’ experience as a Financial Advisor;
  • Experience in Banking Sales and Service;
  • Qualification must be minimum NQF Level 5 – FSCA Recognized
  • RE05
  • Non-complex Wealth management creation and accumulation knowledge
  • Non-complex protection or risk knowledge
  • Knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Ability to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • 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
  • Full understanding of money management principles
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories

Job Details:

Company: FNB

Vacancy Type:  Full Time

Job Location: Emalahleni

Application Deadline: N/A

Apply Here

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