Time left to apply: End Date: September 30, 2024 (4 days left to apply)
Job Requisition ID: R21866
Job DescriptionTo assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
FNB Introduction Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen.
As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Are you someone who can: Provide sound services and recommendations based on customer and client needs, current information, and trends.Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.Compile reports that track progress and guide business to make informed decisions.Ensure effective management of the leads pipeline.Support sales through analysis of client portfolio and pro-active client engagement.Assist with profit growth for the business through sales and acquisition of new clients.Achieve expected financial targets and uphold associated service levels.Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.Act responsibly with work related resources to contribute to cost containment.Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative, and appropriate solutions.Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.Develop and manage key stakeholder relationships that enable achievement of operational objectives.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.Contribute to innovation by finding faster and more accurate ways of working.Understand and market all financial services solutions within the relevant business offering.Continuously assess own performance, seek timely and clear feedback and request training where appropriate.Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).You will be an ideal candidate if you: Relevant NQF7 Level Degree in Finance, Economics or Accounting.Completed RE5 qualification.Have 2 - 3 years' experience within a Sales/Service area of a banking/financial environment.Additional Requirements In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check.
Job DetailsApplication Closing Date: 30/09/24
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 YourselfIntroduce 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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