Time left to apply: End Date: November 7, 2024 (5 days left to apply)Job requisition ID: R23883Job DescriptionHello future Banking 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.Role PurposeTo assist in proactively managing a portfolio of FNB Private Clients with a team of Private Advisors through the 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.ResponsibilitiesAct responsibly with work-related resources in order to contribute to cost containment.Achieve expected financial targets and uphold associated service levels.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.Provide sound services and recommendations based on customer and client needs, current information, and trends.Develop and manage key stakeholder relationships that enable achievement of operational objectives.Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing the active customer account base.Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialisation.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.Contribute to innovation by finding faster and more accurate ways of working.Assist with profit growth for the business through sales and acquisition of new clients.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 FRG.Qualifications and ExperienceRelevant Degree in Finance or Economics or Accounting.FAIS accreditation required (RE5).2 - 3 years' experience within a Sales/Service area of a financial services environment.Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 07/11/24All 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.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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