Premier Financial Advisor

2 weeks ago


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

Job Summary

We are seeking a highly skilled Premier Financial Advisor to join our team at FirstRand Bank Limited. As a Premier Financial Advisor, you will be responsible for proactively growing the balance sheet of allocated customers, delivering exceptional experience and education to a portfolio of clients on wealth creation, accumulation, and overall protection tactics.

Key Responsibilities

  • Apply appropriate sales processes within the area of responsibility to achieve sales targets and build client relationships.
  • Provide banking and financial solutions across an allocated portfolio of clients.
  • Conduct digital client reviews within the context of client engagements.
  • Liaise with SMEs on complex products to provide appropriate product advice.
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.
  • Create solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards.
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
  • Identify and utilise opportunities for revenue growth to deliver on sales targets.

Requirements

  • A credit record check.
  • RE 5 and FSCA recognised qualification.
  • 3-5 years' experience in Financial Planning.

About Us

FirstRand Bank Limited is a leading financial services group in South Africa, committed to delivering exceptional customer service and innovative financial solutions. We are an equal opportunities employer and welcome applications from diverse candidates.



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