Fairlands - Retail, Randburg, Gauteng, South Africa in FNB Premium Private Wealth JHB Fairland UHNW Ends 30 Sep 2022
About us, purpose, experience and qualifications
make a promise
be deeply invested
value our differences
build trust, not territory
always do the right thing
stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. 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. 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.
To deliver exceptional experience and education to Private Wealth or RMBPB 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
experience and qualifications
Minimum Qualification - Degree in Finance, Economics or Accounting
Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
Additional Knowledge - Full understanding of money management principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection or risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
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
Additional information and responsibilities
Preference will be given to applicants with the following: Candidates with the following FAIS experience will be given preference: • 1.3 Long-Term Insurance subcategory B1 • 1.4 Long-Term Insurance subcategory C • 1.5 Retail Pension Benefits • 1.14 Participatory Interests in a Collective Investment Scheme • 1.17 Long-term Deposits • 1.18 Short-term Deposits • 1.22 Long-term Insurance subcategory B1-A In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
No Referral plan is assigned to this job
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
Participate in planned activities that are appropriate for own development
Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
Identify and utilise opportunities for revenue growth to deliver on sales targets
Provide appropriate banking and financial solutions across an allocated portfolio of clients
Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
Ensure compliance to legislative and audit requirements and adherence to relevant processes
Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
Deliver internal and external customer service excellence through adherence to quality service standards
Prevent wastage and identify process improvements to contain and reduce costs
Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
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