Vacancieshut
Website FirstRand
Job Description:
To deliver exceptional experience and education to Private Wealth or RMBPB 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
Job Responsibilities:
- Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
- Deliver internal and external customer service excellence through adherence to quality service standards
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- 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
- Participate in planned activities that are appropriate for own development
Job Requirements:
- Wealth protection or risk knowledge
- Preferred Qualification – Certified Financial Planner (CFP)
- Minimum Qualification – Degree in Finance, Economics or Accounting
- Sound working knowledge of Banking and Financial Services Regulatory requirements
- Excellent project management skills and able to plan and organize work independently
- Knowledge on wealth management creation and accumulation
- Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
- Sound working knowledge of required business-related systems
- Additional Knowledge – Full understanding of money management principles
- Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Bloemfontein, Free State, SA
Application Deadline: N/A
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