Premier Advisor (Hermanus) at FNB South Africa

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
• Hello Future Premier 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.
• As part of our team, you will be surrounded by unique talents, 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:

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.

You will be an ideal candidate if you have:

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
• Completed First Level Regulatory Examination

You will have access to: 

• Opportunities to network and collaborate.
• A challenging working environment
• Opportunities to innovate.

You will be a match if you can:

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

Additional Requirements: 

In accordance with National Credit Act (NCA) candidates applying for this role will require:

• A credit record check.
• RE 5 and FSCA recognized qualification
• 3-5 years' experience in Financial Planning.