Job DescriptionTo deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic 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.Hello future Affluent Client Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can: Proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation?Deliver exceptional experience and education to portfolio of clients on wealth creation?Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles?You will be an ideal candidate if you:
Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.You will have access to: Opportunities to network and collaborate.Earn basic guaranteed rewards with uncapped earning potential.Participate in planned activities that are appropriate for own development.You will be an ideal candidate if you:
Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.RE5 Regulatory Compliance Certificates with relevant COB (Class of Business)Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment. We can be a match if you are: Able to build sound relationships based on trust and openness.Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.Conduct digital client reviews within the context of client engagements.Consult 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.Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.· Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialization.Additional Requirements - In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
All appointments will be made in line with the Bank's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. For us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Are you interested to take the step? We look forward to engaging with you further. Apply now! Job Details Application Closing Date
30/04/24 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.
Should you have any queries, please log it via MyQ .
About UsServing retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people's lives, in an authentic, profound and sustainable way.
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