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Business Financial Consultant

2 months ago

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

About the Role:

We are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities:

  • Provide personalized financial advice to clients, taking into account their individual needs and circumstances.
  • Conduct thorough financial assessments to identify areas for improvement and develop tailored solutions.
  • Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
  • Stay up-to-date with market trends and regulatory requirements, ensuring that clients receive the best possible advice.
  • Work collaboratively with other teams to ensure seamless delivery of financial services.
  • Meet or exceed sales targets, driving business growth and revenue.
  • Develop and maintain expert knowledge of FirstRand products and services, ensuring that clients receive the best possible advice.
  • Ensure compliance with all relevant regulatory requirements and internal policies.

Requirements:

  • Relevant degree in finance, accounting, or a related field.
  • Professional certifications such as RE 5 or CFP.
  • Minimum 3-5 years of experience in commercial banking or financial services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Strong analytical and problem-solving skills.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
  • The opportunity to work with a leading financial institution.