Financial Advisory Expert

4 weeks ago


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

Job Summary

We are seeking a highly skilled and experienced Financial Advisory Expert to join our team. As a key member of our sales team, you will be responsible for providing expert advice and support to our financial advisors and wealth managers to achieve our sales objectives.

Key Responsibilities

  • Develop and maintain in-depth knowledge of our financial advisory philosophy and framework.
  • Provide coaching and mentoring to front-line sales roles to ensure they have the necessary skills and knowledge to provide excellent advice to our clients.
  • Ensure compliance with legislative and audit requirements and adherence to relevant processes.
  • Participate in specialist communities of practice to contribute to the improvement of our financial advisory philosophy and environment.
  • Facilitate and conduct hands-on training to front-line sales roles to improve their sales techniques and business performance.
  • Actively coach and provide advice to sales teams to improve their sales skills and business performance.
  • Track and control business activities to increase supervised deals and ensure solutions and advice provided to clients meet set standards and protocols.

Requirements

  • Expert knowledge of financial advisory philosophy and framework.
  • Strong coaching and mentoring skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively with sales teams and other stakeholders.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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