Financial Services Specialist

4 days ago


Johannesburg, Gauteng, South Africa FirstRand Namibia Limited Full time

Job Description

We are looking for a skilled and experienced Financial Services Specialist to join our team at FirstRand Namibia Limited.

The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing existing client portfolios through effective stakeholder management.

Main Responsibilities
  • Stakeholder Management: Develop and manage key stakeholder relationships to achieve operational objectives and ensure growth and increase in customer base.
  • Sales and Service: Deliver exceptional and high-quality advice that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
  • Compliance and Governance: Comply with relevant statutory, legislative, policy, and governance requirements as well as set processes and procedures related to area of specialization.

Requirements

  • Education: FAIS Accredited NQF7 qualification required. FAIS accreditation also required (RE5).
  • Experience: 2-3 years' experience within a Sales/Service area of a financial environment advantageous. Experience with a portfolio of wealth clients beneficial.

Benefits

  • Competitive Salary: Competitive salary package including bonuses and other benefits.
  • Professional Development: Opportunities for career growth and development in a dynamic and supportive environment.


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