Financial Advisory Enablement Specialist- IRC223592 at 5 Merchant Place, Sandton, Gauteng, South Africa in FNB Premium FAC International Zambia FA
Ends on 22 June 2022.
LOCATION: ZAMBIA GAUTENG; JOB TYPE: PERMANENT FULL TIME
About us
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
- stay curious 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 Employment Equity plan The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
Purpose
To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS requirements
experience and qualifications
- Minimum Qualification – Relevant Degree
- Preferred Qualification – RE 5 and Certified Financial Planner
- Experience – 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at a specialist level
- Additional Knowledge : Understanding of sales and channel strategies
- Expert knowledge of FNB Retail products and channels
- Full understanding of money management principles
- Sound working knowledge of required business-related systems
- Sound working knowledge of Financial Services Regulatory requirements
Additional information and responsibilities
Additional requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
Responsibilities
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Develop insights into situations and apply innovative solutions to make organisational improvements to the financial advisory philosophy and environment
- Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances
- Prevent wastage and identify process improvements to contain and reduce costs
- Deliver internal and external customer service excellence through adherence to quality service standards
- Assess own performance through seeking timely and clear feedback and request training where appropriate
- Ensure financial advisory philosophy is understood and efficiently adopted through coaching and mentoring front-line sales roles
- Ensure solutions and advice provided to clients by sales teams meets set standards and protocols to enhance service, sales and mitigate risks
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Compile reports that track progress and guide business to make informed decisions
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
Financial Advisory Enablement Specialist