Private Banking Financial Consultant
2 weeks ago
We are seeking a highly skilled Private Client Advisor to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.
About the Role:
- You will increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles.
- You will understand and market all financial services solutions within the relevant business offering.
- You will assist with profit growth for the business through effective management of the leads pipeline.
- You will produce consistently high-quality outputs within agreed deadlines.
About You:
- You must have a relevant FSCA approved NQF Level 7 or Higher Qualification.
- You must have a RE5 Regulatory Compliance Certificate.
- You must have completed Class of Business in Long Term Insurance, Investments, and Pension Benefits.
- You must have a minimum of 3 years' experience within the financial services industry.
About Us:
We offer a competitive salary range of R750,000 - R1,200,000 per annum, based on your level of experience and qualifications.
You will have access to opportunities to network and collaborate, earn basic guaranteed rewards with uncapped earning potential, and opportunities to innovate.
Our ideal candidate is someone who is signed off for supervision of all their SUB-CATS, able to build sound relationships based on trust and openness, ensures growth and increase in customer base by managing existing clients, generating new leads, and growing active customer account base, and complies with relevant statutory, legislative, policy, and governance requirements.
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