Strategic Financial Consultant
2 weeks ago
About this role:
We are seeking a talented Strategic Financial Consultant to join our team at FirstRand Bank Limited.
Key responsibilities:
- Proactively grow the balance sheet of allocated customers by delivering exceptional experiences and education to a portfolio of clients on wealth creation, accumulation, and protection tactics.
- Drive client retention and entrenchment through contextual Money Management principles.
- Apply appropriate sales processes within the area of responsibility to achieve sales targets and build client relationships.
- Participate in planned activities that are appropriate for own development.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Develop, encourage, and nurture collaborative relationships across the FRG.
About us:
FirstRand Bank Limited is a leading financial institution that supports the advancement of individuals with disabilities. We are committed to creating a diverse and inclusive work environment where experts come together to ignite effective change.
Required qualifications:
- A FSCA recognized FAIS relevant NQF Level 5 qualification or higher qualification.
- A completed First Level Regulatory Examination.
Additional requirements:
- A credit record check.
- RE 5 and FSCA recognized qualification.
- 3-5 years' experience in Financial Planning.
How to apply:
We look forward to engaging with qualified candidates who are interested in this opportunity.
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