Private Banker Private Clients C
FNB Premium Private Clients Cape Town Willowbridge
South Africa in FNB Premium Private Clients Cape Town WillowbridgeEnds 14 Aug 2018
12d ago
  • About us, purpose, experience and qualifications
  • about us

    With FNB, you can be part of a company that offers you a career, not just a job. With a wide range of employment options and business areas to choose from, you are bound to find a perfect fit.

    We share accountability with our employees and provide you with the best possible opportunities to learn and grow. We are breaking new ground with our innovative thinking and challenging our employees to think differently and develop into the thought leaders of the future.

    The foundation of our success is in our entrepreneurial culture and the belief that our people are our single most important resource.

    If you share our values of being : Helpful Effective Ethical Innovative Accountable and you have one simple goal : to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team.

    All appointments will be made in line with the Bank’s EE Strategy.

    purpose

    To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.

    experience and qualifications

    Recognized FSB NQF 6 Certification 2 -3 years related financial services experience Regulatory Exam Certificate Valid Drivers License Own Car

  • Additional information and responsibilities
  • additional requirements

    There are no additional requirements associated with this vacancy.

    responsibilities

  • To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.
  • Achievement of the Net Income Return for the Business as defined in the Financial Performance Report of the Business
  • Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
  • Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool
  • Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Manage the growth of active customer Account Base to increase client base
  • Maximise Business Portfolio cross sell opportunities and strengthen client relationships
  • Manage the migration of accounts from transactional to Self Service
  • Ensure effective Data Management by ensuring expired limits are attended to against set target. Prepare credit proposals for review by the Credit Product House.
  • Monitor and evaluate the organisation's success in managing its legal and compliance risks for the Portfolio of Business Account
  • Provide accurate and reliable sales statistics.
  • Manage own development to increase own competencies
  • Apply
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