Found Description
Overview
Job Description: To act as a comprehensive financial services advisor by delivering expert savings, investment, and estate planning solutions to high-income clients. Provide tailored advice and strategies, fostering long-term relationships through proactive engagement, and ensuring clients’ financial objectives are achieved with professionalism, integrity, and personalised service.
Responsibilities
- Achieve gross production target as indicated in scorecard and achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products.
- Be an ambassador for FNB as a financial service provider, upholding internal values and ethical standards.
- Maintain expert knowledge on all FirstRand approved products, application procedures, processing timelines, and related requirements to drive and achieve sales targets.
- Ensure high quality, consistent a...