Premier Advisor II Wanted At Cape Town FNB Vacancies 2022

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 ALERTS: Click Here to Join Our Jobs in Africa Telegram Group

Job Responsibilities:

•  Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
• Liaise with SMEs on complex products to provide appropriate product advise
• Prevent wastage and identify process improvements to contain and reduce costs
• Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
• Deliver internal and external customer service excellence through adherence to quality service standards
• Ensure compliance to legislative and audit requirements and adherence to relevant processes
• 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

• Identify and utilise opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
• Conduct digital client reviews within the context of client engagements

OTHER JOB OPPORTUNITIES AVAILABLE TODAY: CLICK BELOW TO CHECK

Client Service Representative Wanted At Cape Town

General Worker Wanted At Gauteng

Auction Clerk Wanted At Free State

Laboratory Technician Wanted At Northern Cape

Governance Intern at UNDP Required At Gauteng

Job Requirements:

• Proven track record in servicing a portfolio of clients and in acquisition of new relationships 
• Non-complex protection or risk knowledge
• Knowledge of global financial markets and current affairs
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Additional Knowledge
• Core product knowledge and linked pricing
• Ability to plan and organize work independently
• Full understanding of money management principles

Qualification & Experience:

Preferred Qualification

• Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
• Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level

Minimum Qualification

• Relevant Qualification on accredited FSCA List, RE5

Closing Date: Ongoing 

HOW TO APPLY

Click Here to Submit your CV and Application on Company Website