Premier Financial Advisor

3 weeks ago


Richards Bay, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time
About the Role

As a Premier Advisor at FirstRand Bank Limited, you will play a crucial role in proactively growing the balance sheet of allocated customers. Your primary objective will be to deliver exceptional experience and education to a portfolio of clients, focusing on wealth creation, accumulation, and overall protection tactics.

Key Responsibilities
  • Apply appropriate sales processes to achieve sales targets and build client relationships.
  • Provide banking and financial solutions across an allocated portfolio of clients.
  • Identify and utilize opportunities for revenue growth to deliver on sales targets.
  • Participate in planned activities that are appropriate for own development.
  • Develop, encourage, and nurture collaborative relationships across the FRG.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
Requirements
  • A credit record check.
  • RE 5 and FSCA recognized qualification.
  • 3-5 years' experience in Financial Planning.
What We Offer

As a Premier Advisor, you will have access to opportunities to network and collaborate, a challenging working environment, and opportunities to innovate. You will be part of a team that values diversity and inclusion, and we are committed to the advancement of individuals with disabilities.

We look forward to engaging with you and exploring how you can contribute to our team's success.



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