Private Advisor

4 months ago


Klerksdorp, North-West, South Africa Firstrand Bank Limited Full time

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 principlesIdentify Local and Offshore fiduciary opportunities and advise on client philanthropyParticipate in planned activities that are appropriate for own developmentBuild working relationships across teams and functional lines to enhance work delivery, collaboration and innovationIdentify and utilise opportunities for revenue growth to deliver on sales targetsProvide appropriate banking and financial solutions across an allocated portfolio of clientsDevelop, encourage and nurture collaborative relationships within FNB and/or across the FRGEnsure compliance to legislative and audit requirements and adherence to relevant processesConduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offeringDeliver customer experience excellence in own service delivery aligned to Organisational values and service standardsDeliver internal and external customer service excellence through adherence to quality service standardsPrevent wastage and identify process improvements to contain and reduce costsAchieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growthJob DetailsApplication Closing Date31/05/24All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.
In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.