Premier Financial Advisor
2 weeks ago
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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