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Financial Services Specialist
2 months ago
About the Role
We are seeking a highly skilled and experienced Private Wealth Advisor to join our team at FirstRand Group. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Clients and RMB clients on basic wealth creation and accumulation.
Key Responsibilities
- Deliver exceptional experience and education to Private Clients and RMB clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Requirements
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
What We Offer
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
How to Succeed
- Be signed off for supervision of all your SUB-CATS.
- Able to build sound relationships based on trust and openness.
- 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 area of specialization.
