Private Banker Private Clients Rmb C

2 weeks ago

Johannesburg, Gauteng, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs

experience and qualifications:

  • Minimum Qualification
  • Relevant Degree in Finance or Economics or AccountingFAIS accreditation required (RE)


 Preferred Qualification
  • Certificate Financial Planning
  • Experience 3 to 5 years relevant client facing experience


 Preferred
  • Strong background in investments, corporate finance, Private Banking or advisory services
  • Experience in dealing with complex personal and juristic financial structures
  • Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
  • E xperience in structuring nontraditional securitybased lending facilities
  • Experience in providing tailored solutions to significant families
  • Experience in advising clients regarding Company Succession Planning
  • Experience in dealing with clients and structures across various jurisdictions
  • Product knowledge in Capital markets, risk management, investment management, trust and estate planning
  • Person must not be an unrehabilitated insolvent
    additional requirements:

responsibilities:

  • Prevent wastage, and on an ongoing basis identify process improvements in order to contain and reduce costs
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
  • Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions
  • Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Deliver exceptional and high quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Maintain expert knowledge on all FirstRand approved products
  • Identify and implement on opportunities for revenue growth in order to deliver on sales targets
  • Cultivate and manage objective working relationships with a variety of stakeholders, including endusers, SME's, project managers and senior staff members

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