Affluent Advisor at FNB South Africa

Purpose

• To proactively acquire new clients as well as, maintain and expand a client’s portfolio through contextual reactive and proactive personalised interactions, that provide holistic solutions aimed at meeting the current needs and future financial goals of the client

Experience and Qualifications

• Minimum Qualification - Relevant Diploma and RE5
• Preferred Qualification - Relevant Degree and Certified Financial Planner (CFP)
• Experience - 1 to 3 years experience in a similar environment
• Additional Knowledge - Core product knowledgeand linked pricing
• Full understanding ofmoney management principles
• Sound working knowledgeof required business-related systems
• Sound working knowledgeof Banking and Financial Services Regulatory requirements
• Simple Wealthmanagement creation and accumulation knowledge
• Simpleprotection/risk knowledge

Additional Requirements

• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

Responsibilities

• Conduct client reviews within the context of client engagements
• Identify and utilise opportunities to assess and improve own performance
• Contribute to teamwork and inclusivity within own team
• Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to area of specialisation
• Deliver customer service through adherence to quality service standards
• Build and maintain stakeholder relationships
• Achieve expected financial targets and uphold associated service levels
• Contribute to cost efficiencies through responsible utilisation of work related resources
• Provide appropriate banking and financial solutions across allocated portfolio of clients
• Execute on opportunities to expand customer base with creditworthy and potentially profitable customers
• Liaise with SME's on complex products to provide appropriate product advise