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Financial Services Professional
2 months ago
About the Role
We are seeking a highly skilled and experienced Financial Services Professional to join our team at FirstRand Bank Limited. As a Private Banker, you will be responsible for managing a portfolio of affluent clients and providing them with expert financial advice and services.
Key Responsibilities
- Contribute to a culture of service excellence, building positive relationships with clients and providing opportunities for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering, including investment products, loans, and credit cards.
- Assist with profit growth for the business through effective management of the leads pipeline and development of new business opportunities.
- Ensure effective management of the leads pipeline, identifying and pursuing new business opportunities.
- Develop, encourage, and nurture collaborative relationships across the Financial Services Group.
- Continuously assess own performance, seeking timely and clear feedback and requesting training where appropriate.
- Contribute to innovation by finding faster and more accurate ways of working, improving efficiency and productivity.
- Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
- Develop and manage key stakeholder relationships that enable achievement of operational objectives.
- Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
- Act responsibly with work-related resources in order to contribute to cost containment.
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads, and grows active customer account base.
- Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to the area of specialization.
- Provide sound services and recommendations based on customer and client needs, current information, and trends.
- Achieve expected financial targets and uphold associated service levels.
About Us
FirstRand Bank Limited is a leading financial services group in South Africa, committed to providing innovative and personalized financial solutions to our clients. We are an equal opportunities employer and welcome applications from diverse candidates.
