Private Client Advisor

2 weeks ago

Pretoria, South Africa FirstRand Full time

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
- Contribute to the development of larger overall area budget
- Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
- Research and design a longer term financial resource requirement plan for the area of responsibility
- Present the business case to motivate for financial resources
- Analyse and develop implementation plans against the forecasted financial budget
- Develop tactical budget for area of responsibility that minimise expenditure and manage costs
- Control the budget for area including the authorisation of expenditures and implementation of financial regulations. Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in
- Engage in cross-functional relationships to obtain and to provide work support
- Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
- Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement
- Creates risk awareness and manages audit findings
- Participate in Group risk forums where required and cascades relevant information through team
- Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies
- Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions
- Drive strategic projects, change management and platform integration across operations
- Leverage Group capability to exploit opportunities
- Ensure and encourage adherence to an operational framework of policies and procedures
- Execute defined business strategy by translating it into the business operations
- Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
- Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
- Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
- Be aware of, and responsive to local conditions
- Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
- Develop and implement a personal development plan
- Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others
- Share information and empower others to act
- Acts as a role model for continuous professional development in area of expertise
- Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
- Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
- Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement

Job Details

Application Closing Date

27/02/24

  • Financial Advisor

    1 month ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    1 month ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    3 weeks ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...

  • Relationship Manager: Private Clients

    4 weeks ago

    Pretoria, South Africa Nedbank Full time

    **Requisition & Talent Acquisition Consultant Details** - REQ 127026 - Twanette Coetser - Closing Date - 26 June 2023- Cluster & Location- Total Business Banking and Retail - Relationship Management - Centurion, Pretoria - Gauteng- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...

  • Relationship Manager: Private Clients

    1 month ago

    Pretoria, South Africa Nedbank Full time

    **Requisition & Talent Acquisition Consultant Details** - REQ 129393 - Twanette Coetser - Closing Date - 08 November 2023**Cluster & Location** - Total Business Banking and Retail - Relationship Management - Menlyn, Pretoria- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...

  • Private Banking Analyst Private Wealth

    4 weeks ago

    Pretoria, South Africa FirstRand Full time

    Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

  • Service Advisor

    1 month ago

    Pretoria, South Africa SydSen Recruit Full time

    Dealership Service Advisor - Pretoria East - Our client based in **Pretoria East** is looking for an experienced **Dealership Service Advisor** to join their team. **Requirements**: - Automotive Dealership experience - Excellent communication skills - Matric Certificate - Drivers license is essential! - Evolve experience - Strong administration skills,...

  • Solid Waste Advisor for Usaid Resilient Cities

    4 weeks ago

    Pretoria, South Africa Tetra Tech Full time

    **Position Description/Summary**:The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical services, namely water, sanitation, and solid waste management for urban residents in the Limpopo River Basin. This includes improving public financial management and increasing private sector engagement. This...

  • Private Wealth Banker

    1 month ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Client Advisor

    4 weeks ago

    Pretoria, South Africa Nedbank Full time

    **Requisition Details and Talent Acquisition Consultant contact** - Req: 123363- Boichoko Lekuku**Job Family** - Sales and Service**Career Stream** - Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes**Job Purpose** - Educate clients on the functionality of self-service digital solutions, whilst solving for their...

  • Sanitation Advisor for Usaid Resilient Cities

    1 month ago

    Pretoria, South Africa Tetra Tech Full time

    **Position Description/Summary**: The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical services, namely water, sanitation, and solid waste management for urban residents in the Limpopo River Basin. This includes improving public financial management and increasing private sector engagement. This...

  • Water Service Delivery Advisor for Usaid Resilient

    4 weeks ago

    Pretoria, South Africa Tetra Tech Full time

    **Position Description/Summary**: The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical services, namely water, sanitation, and solid waste management for urban residents in the Limpopo River Basin. This includes improving public financial management and increasing private sector engagement. This...

  • Service Advisor

    1 month ago

    Pretoria, South Africa SydSen Recruit Full time

    Service Advisor - Pretoria East - Gauteng Our automotive dealership client based in **Pretoria East** is looking for a** Service Advisor** to join their service department team. **Requirements**: - Matric - Drivers license - Excellent communication skills - Energetic and driven - Outgoing and not scared for a challenge - Kerridge or Automate or Autoline...

  • Solutions Advisor Public Health Expert and

    1 month ago

    Pretoria, South Africa Panagora Group Full time

    Experience : 10-15 years Panagora Group is a social enterprise dedicated to providing high-quality, high-impact international health, development, and learning consulting. We are a dynamic woman - and employee-owned small business partner focused on market-based and integrated local solutions that strengthen country capacity and independence; and on...

  • Solid Waste Advisor for USAID Resilient Cities Limpopo

    1 month ago

    Pretoria, South Africa Tetra Tech Full time

    Tetra Tech International Development is currentlyaccepting expressions of interest from qualified candidates for a potential Solid Waste Advisor position on a USAID-funded program in Southern Africa. Position Description/Summary: The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical services,...

  • Financial Advisor

    1 month ago

    Pretoria, South Africa Scholtz Partners International Full time

    Brief description of the vacancy: Self-motivated and driven individualGoal orientatedMinimum 2 years experience as a Financial AdvisorMust have RE5 and grade 12Must have a clean ITC recordMust be able to sell and advise clients on Retirement, investment, and Risk planning.Appointments will have access to Old Mutual Corporate and Old Mutual International.Must...

  • Municipal Finance Advisor for Usaid Resilient

    1 month ago

    Pretoria, South Africa Tetra Tech Full time

    **Position Description/Summary**: The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical services, namely water, sanitation, and solid waste management for urban residents in the Limpopo River Basin. This includes improving public financial management and increasing private sector engagement. This...

  • Financial Advisor

    5 days ago

    Pretoria, South Africa Discovery Full time

    **_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

  • Sanitation Advisor for USAID Resilient Cities Limpopo

    1 month ago

    Pretoria, South Africa Tetra Tech Full time

    Tetra Tech International Development is currently accepting expressions of interest from qualified candidates for a potential Sanitation Advisor position on a USAID-funded program in Southern Africa. Position Description/Summary: The purpose of the Resilient Cities Limpopo Activity is to increase access to safely managed and reliable critical...

  • Junior Service Advisor

    1 month ago

    Pretoria, South Africa Cora O'Neil Recruitment Agency Full time

    **Newlands, Pretoria East: JUNIOR SERVICE ADVISOR (AUTOMOTIVE)** **Minimum Requirements**: - Reliable and presentable - 1 to 3 years recent **experience as a service advisor** in automotive / motor service industry **a must** - Good communication and multi-tasking skills - Valid driver’s license **a must** - Must be willing to work Saturdays and...