
Website FirstRand
Job Description:
To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
Job Responsibilities:
- Contribute to innovation by finding faster and more accurate ways of working
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Ensure effective management of the leads pipeline
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Assist with profit growth for the business through
- expectations through proactive, innovative and appropriate solutions
- Develop and manage key stakeholder relationships that enable achievement of operational objectives
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Deliver exceptional and high quality service that exceeds customers
- Understand and market all financial services solutions within the relevant business offering
Qualification & Experience:
- Minimum Qualification – Relevant diploma in Finance or Accounting
- Person must not be an unrehabilitated insolvent
- Experience – 2 to 3 years experience within a Sales/Service area of a financial environment
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Cape Town, Western Cape, SA
Application Deadline: N/A
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