Strategic Financial Advisor
1 month ago
About the Role
We are seeking a skilled Strategic Financial Advisor to join our team at FirstRand Group. As a key member of our Private Wealth Management team, you will be responsible for delivering exceptional experience and education to our clients, focusing on basic wealth creation and accumulation.
Key Responsibilities
- Deliver exceptional experience and education to clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through 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
- 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.
About Us
FirstRand Group is committed to the recruitment and advancement of individuals with disabilities. We strive to create an inclusive environment where everyone can thrive.
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