2025-04-15

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

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Job Responsibilities:

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

Job Requirements:

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

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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