Private Banker Wealthy

2 weeks ago


Johannesburg, South Africa FirstRand Full time

Job Description

To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high-net-worth clients and the provision of holistic and appropriate solutions in meeting clients 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.
- 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

Job Details

Application Closing Date

26/01/24


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