Financial Services Specialist

24 hours ago


Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

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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