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Wealth Management Consultant

2 months ago

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

Position Overview

As a key member of our Private Banking and Advisory Team, you will play a crucial role in managing a diverse portfolio of FNB Private Wealth Clients. Your responsibilities will include providing in-depth analysis, conducting research, and ensuring exceptional sales and service delivery. Your goal will be to identify new opportunities for client acquisition and enhance the growth of existing client portfolios through effective stakeholder engagement.

About FirstRand Bank Limited

At FirstRand Bank, we pride ourselves on being the home of the #changeables. We are dedicated to designing innovative solutions for our clients and delivering services that reflect our commitment to excellence.

Key Responsibilities

Drive business profitability by acquiring new clients and fostering relationships with existing ones. Expand our customer base by managing current clients, generating leads, and enhancing active accounts. Provide timely and efficient administrative support through meticulous planning and reporting. Analyze client portfolios and engage proactively to support sales initiatives. Offer sound advice and recommendations based on client needs and market trends. Prepare comprehensive reports to track progress and guide strategic decisions. Meet financial targets while maintaining high service standards. Cultivate and manage relationships with key stakeholders to achieve operational goals. Identify and pursue opportunities to attract creditworthy and profitable clients. Adhere to all relevant regulations, policies, and governance requirements. Manage the leads pipeline effectively. Understand and promote all financial service offerings within the organization. Continuously evaluate personal performance and seek feedback and training as needed. Utilize resources responsibly to contribute to cost efficiency.

Ideal Candidate Profile

Holds a relevant degree in Finance, Economics, or Accounting. Has completed the RE5 qualification. Possesses 2-3 years of experience in a Sales/Service role within the banking or financial sector.

Opportunities for Growth

Innovate by discovering more efficient ways of working. Foster collaborative relationships within FirstRand Bank and across the Financial Services Group. Deliver high-quality advice that exceeds client expectations through proactive and innovative solutions. Contribute to a culture of service excellence that encourages positive relationships and feedback.

Personal Attributes

Curious and courageous, with a strong desire to learn and grow. Committed to mastery, continuously striving to improve skills and knowledge.

Join Us

We invite you to explore this opportunity and see how you can contribute to our dynamic team.