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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
Qualification & Experience:
- Ability to plan and organize work independently
- Ability to match client needs with appropriate product solutions
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- 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
- Full understanding of money management principles
- Additional Knowledge – Core product knowledge and linked pricing
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Knowledge of global financial markets and current affairs
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Sound working knowledge of required business-related systems
- Non-complex Wealth management creation and accumulation knowledge
- Non-complex protection or risk knowledge
- 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: George, Western Cape, SA
Application Deadline: N/A
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