Financial Services Specialist
24 hours ago
About the Role
We are seeking a skilled and experienced Financial Services Specialist to join our Private Banking & Advisory Team at FirstRand Bank Limited.
Key Responsibilities
- Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment.
- Identify additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
- Build sound relationships based on trust and openness with clients and colleagues.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through effective management of the leads pipeline.
- Consistently produce high-quality outputs within agreed deadlines.
Requirements
- Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
- Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
- A person must not be unrehabilitated insolvent.
What We Offer
- Opportunities to network and collaborate with a talented team.
- Challenging working opportunities to innovate and grow.
Our Culture
- We value curiosity and courage, always seeking to learn and improve.
- We strive for mastery, constantly pushing ourselves to excel.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
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