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Financial Services Specialist
2 months ago
Deliver Exceptional Experience and Education
Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics to drive client retention and growth.
Key Responsibilities:
- Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics.
- Drive client retention and growth through contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth through effective management of the leads pipeline.
- Produce high-quality outputs within agreed deadlines.
About You:
- Minimum Qualification: Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
- Experience: 3 to 5 years' experience within a Sales/Service area of a financial environment.
- Signed off on FAIS categories.
About the Company:
FNB: A leading financial institution that designs for the shapeshifters and delivers products and services that make a positive impact.
About the Opportunity:
- Opportunities to network and collaborate with a talented team.
- Uncapped earning potential with a competitive compensation package.
- Opportunities to innovate and make a meaningful contribution.
What We're Looking For:
- Able to build sound relationships based on trust and openness.
- Contribute to a culture of service excellence.
- Curious and courageous with a drive to learn and grow.
- Obsessed with mastery and a desire to excel.
- Comply with relevant statutory, legislative, policy, and governance requirements.
We're an Equal Opportunities Employer: We support the recruitment and advancement of individuals with disabilities and encourage candidates to disclose their disability information on a voluntary basis.
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