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About Us
FNB Namibia is a leading financial institution in the region, committed to delivering exceptional service and innovative solutions to our customers. Our team is dedicated to providing expert advice and support to help individuals and businesses achieve their goals.
The Role
This is an exciting opportunity to join our team as a Banking Advisor Affluent. You will be responsible for providing analysis, research, and sales and service fulfilment to proactively manage a portfolio of FNB Private Clients. You will work closely with a team of Private Advisors to identify additional opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.
Key Responsibilities
- Manage a portfolio of FNB Private Clients, identifying opportunities for banking new clients and growing existing client portfolios.
- Work closely with a team of Private Advisors to develop and implement strategies to meet business objectives.
- Provide expert advice and support to clients, helping them achieve their financial goals.
- Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service.
- Develop and manage key stakeholder relationships to achieve operational objectives.
- Ensure growth and increase in the customer base by managing existing clients, generating new leads, and growing active customer account bases.
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
- Comply with relevant statutory, legislative, policy, and governance requirements, as well as set processes and procedures related to the area of specialisation.
- Compile reports that track progress and guide business to make informed decisions.
- Ensure effective management of the leads pipeline.
- Support sales through analysis of client portfolios and proactive client engagement.
- Contribute to innovation by finding faster and more accurate ways of working.
- Assist with profit growth for the business through sales and acquisition of new clients.
- Understand and market all financial services solutions within the relevant business offering.
- Continuously assess own performance, seek timely and clear feedback, and request training where appropriate.
- Develop, encourage, and nurture collaborative relationships within FNB and/or across the FRG.
