Financial Advisory Strategist

2 months ago


Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

Key Responsibilities

  • Develop and provide expert advice on financial products and solutions to meet business objectives and client needs.
  • Coach and enable sales teams to provide exceptional advisory services, adhering to business rules and regulatory requirements.
  • Contribute to the development and implementation of financial advisory strategies and processes to drive business growth and improve customer experience.
  • Participate in knowledge sharing and communities of practice to enhance organizational knowledge and skills.
  • Assist in upskilling sales teams to improve sales techniques, skills, and business performance.

Requirements

  • Expert knowledge of financial products, pricing, and application procedures.
  • Strong coaching and mentoring skills to develop sales teams.
  • Excellent communication and interpersonal skills to work effectively with stakeholders.
  • Ability to analyze complex situations and provide innovative solutions.

About the Role

This role is responsible for providing expert advice and coaching to sales teams to deliver exceptional advisory services. The successful candidate will have a strong understanding of financial products and solutions, excellent coaching and mentoring skills, and the ability to work effectively with stakeholders.



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