Financial Solutions Expert
5 days ago
The successful candidate will assist in proactively managing a portfolio of FNB Wealth Clients with a team of Private Advisors through provision of analysis, research, and sales and service fulfilment.
This role requires strong analytical skills to identify opportunities for growth and provide innovative solutions to meet the evolving needs of our clients.
About the Job
- Manage a portfolio of high net worth clients with a focus on delivering exceptional service and meeting their evolving needs.
- Work closely with a team of Private Advisors to provide analysis, research, and sales and service fulfilment.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Key Responsibilities
- Provide proactive, innovative, and appropriate solutions to meet the evolving needs of our clients.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base.
Qualifications and Experience
- FAIS Accredited NQF7 qualification.
- Experience with a portfolio of Wealth Clients advantageous.
- 2 - 3 years' experience within a Sales/Service area of a financial environment.
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