Jobsrican
Website FirstRand
Job Description:
To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
Job Responsibilities:
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Prevent wastage and identify process improvements to contain and reduce costs
- Liaise with SMEs on complex products to provide appropriate product advise
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Deliver internal and external customer service excellence through adherence to quality service standards
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Participate in planned activities that are appropriate for own development
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Conduct digital client reviews within the context of client engagements
Job Requirements:
- Non-complex Wealth management creation and accumulation knowledge
- Ability to plan and organize work independently
- Full understanding of money management principles
- Ability to match client needs with appropriate product solutions
- Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
- Minimum 2 years’ experience as a Financial Advisor;
- Experience in Banking Sales and Service;
- Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
- Sound working knowledge of required business-related systems
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Knowledge of global financial markets and current affairs
- RE05
- Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
- Non-complex protection or risk knowledge
- Additional Knowledge – Core product knowledge and linked pricing
- Qualification must be minimum NQF Level 5 – FSCA Recognized
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Lydenburg, Mpumalanga, SA
Application Deadline: N/A
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