Investment Specialist

4 weeks ago

Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

Job Summary

FirstRand Bank Limited is seeking a highly skilled and experienced Investment Specialist to join our team. As an Investment Specialist, you will be responsible for identifying investment opportunities and growing the bank's deposit book by analyzing existing clients' requirements or acquiring new clients. You will also be responsible for offering customers investment solutions with the aim of ensuring that the bank is the client's primary banking institution.

Key Responsibilities

  • Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group.
  • Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
  • Establish, align, and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
  • Manage early redemption to minimize losses to the business and group.
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
  • Build and maintain strategic relationships with internal and external parties to support the sales strategy.
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
  • Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
  • Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
  • Increase Investment Products and services to existing commercial customers.
  • Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
  • Liaising with our business clients and their representatives to explore their investment preferences and appetite for risk.
  • To be able to manage and discuss investment fund options to maximize return on client investments.
  • Self-source new business.
  • Able to hold complex conversations with our business clients and their representatives that fall under high net worth segments.
  • Monitor changes in legislation, regulations, initiatives, and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
  • Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
  • Monitor and record key industry trends that can impact on the current and future product offering.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
  • Manage own development to increase own competencies.
  • Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase.

Qualifications and Additional Requirements

  • 3 – 5 years banking experience
  • RE 5
  • Class of Business advantageous
  • NQF 7,8 Banking related qualification essential.
  • Fund Investments exposure advantageous

You Will Have Access To

  • Opportunities to network and collaborate.
  • A challenging working environment.
  • Opportunities to innovate.

We Can Be A Match If You Are

  • An experienced and dynamic professional
  • Adaptable and curious
  • Able to analyze complex data sets
  • Thrive in collaborative environments
  • Comfortable with data and analyzing the portfolio
  • Strong-willed and able to cope in a fast-paced environment
  • Passionate about meeting deadlines
  • Accountable
  • Able to handle constructive feedback

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