Investment Administrator

3 weeks ago

Johannesburg, South Africa Rmbwestport Full time

Position Details Location: Johannesburg | Time type: Full time | Posted: Today | End Date: November 12 Job requisition id: R Job Description To assist and facilitate the onboarding and subsequent transactions of client onto the FNB Investment Platform. Responsibilities Achieve Business Performance Indicators by executing activities related to the specific focus area to maximise the Business Performance. Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business. Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions. Maintain expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets. Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients. Maximise Business Portfolio cross sell opportunities and strengthen client relationships. Track, control and influence investments sales activities with the specific aim to achieve previously determined investments sales targets. Manage opening of investment accounts. Ensure compliance with closing / transferring accounts procedures by executing correct and error free execution of service requests. Comply with governance in terms of legislative and audit requirements. Track, control and influence sales activities with the specific aim to increase sales efficiencies. Provide accurate and reliable sales statistics. Qualifications Have RE5 and NQF Level 5. Are adaptable and curious. Analyse complex data sets. Can thrive in a collaborative environment. Opportunities & Support You will have access to: Opportunities to network and collaborate. A challenging working environment. Opportunities to innovate. EEO & Accessibility All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose. Application Apply now if you are interested in taking the next step. We look forward to engaging with you #J-18808-Ljbffr

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