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UHNW Balance Sheet Advisor

4 weeks ago

Pretoria, Gauteng, South Africa FNB South Africa Full time
Job title : UHNW Balance Sheet AdvisorJob Location : Gauteng, PretoriaDeadline : March 25, 2025Quick Recommended Links
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Job Description

  • To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high nett worth clients and the provision of holistic and appropriate solutions in meeting client's needs.
  • Identify, control and escalate potential risks which may lead to increased costs.
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • Deliver against operational and cost targets.
  • Prioritise resource allocation in order to minimise and reduce wastage.
  • Drive adoption of digital and other self-service options across client base.
  • Collaborate closely with relevant business units and FNB product houses as per strategy.
  • Be an ambassador for FNB as a financial service provider encompassing FNB internal values and ethical standards.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Ensure that the quality of advice remains high and consistent and in line with FNB's investment philosophy and product approved matrix.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Respond to customer requests in a timely and efficient manner.
  • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
  • Resolve customer dissatisfaction/complaints by taking ownership of the problem.
  • Analyse customer feedback to help improve customer service.
  • Ensure that delivery is accurate, timeous and of an acceptable standard.
  • Ensure that product or service knowledge and advice is technically accurate.
  • Know and understand customer needs in order to deliver a quality service.
  • Propose ideas to improve customer service.
  • Manage stakeholders and adhere to relevant SLA agreements.
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME's, project managers and senior staff members.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
  • Inform and educate customers on products and services to ensure retention of existing customers.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Maximise cross-selling opportunities.
  • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
  • Engage with clients to understand their unique requirements, drive value optimisation and advise on best options for product integration and wealth management.
  • Manage the growth of active customer account base.
  • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
  • Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB's internal compliance procedures and requirements.
  • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
  • Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
  • Ensure optimal usage and protection of business assets.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
  • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
  • Develop new insights into situations and apply innovative solutions to make organisational improvements.
  • Analyse client's current product offerings and solutions with the aim of ensuring FNB is the client's primary banking institution. 
  • Identify additional financial services requirements through all aspects of the clients' balance sheet
  • Implement, track and report on client campaigns and initiatives.
  • Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio
  • Identify opportunities to increase sales revenue and to grow the organisation's client base while containing costs.
  • Ensure fulfilment of the sales processes until client is fully on-boarded into the correct service model.
  • Ensure increasing number of clients by selling the full respective value proposition (bundle products) and ensure clients are registered on digital and other self-service options.
  • Identify and correct sales process problems and escalate where necessary. Continuously improve sales processes.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines in order to drive and achieve relevant sales targets.
  • Maximise cross-selling opportunities.
  • Identify effective activities to address own development gaps.
  • Create own development plan and review plan with team leader or manager.
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