Strategic Banking Consultant
5 days ago
Job Overview
We are seeking a highly skilled and experienced Strategic Banking Consultant 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- Portfolio Management: Proactively manage a portfolio of FNB Wealth Clients with a team of Private Advisors to provide analysis, research, and sales and service fulfillment.
- Stakeholder Management: Identify 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.
Required Skills and Qualifications
- 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.
What We Offer
- Career Development: Opportunities for career growth and development in a dynamic and supportive environment.
- Competitive Rewards: Competitive rewards package including salary, benefits, and bonuses.
- Collaborative Culture: Collaborative and inclusive work culture with a focus on teamwork and open communication.
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