Job Description: To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic 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 [the_ad id="21943"] Job Responsibilities: Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards Ensure compliance to legislative and audit requirements and adherence to relevant processes Develop new insights into situations and apply innovative solutions to make organisational improvements Deliver internal and external customer service excellence through adherence to quality service standards Participate in planned activities that are appropriate for own development Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation Identify and utilise opportunities for revenue growth to deliver on sales targets Prevent wastage and identify process improvements to contain and reduce costs Qualification & Experience: Preferred Qualification - Certified Financial Planner (CFP) Minimum Qualification - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE Experience - 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management Job Details: Company: FirstRand Vacancy Type: Full Time Job Location: Pretoria, Gauteng, South Africa Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
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