Business Financial Consultant

4 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time
Job Summary

As a Business Financial Advisor at FirstRand Bank Limited, you will play a crucial role in providing expert risk and investment advice to clients, helping them achieve their financial goals while adhering to FAIS compliance requirements.

Key Responsibilities
  • Identify opportunities to advise on FirstRand investment and risk products to achieve sales targets
  • Record and forward new business leads to the appropriate product house to strengthen client relationships
  • Deliver exceptional financial advice to FNB customers through proactive, innovative, and appropriate solutions
  • Manage new clients, personal portfolios, and identify specific needs and goals in respect of financial advice
  • Grow existing client portfolios through proactive contact, lead generation, and account management
  • Ensure adherence to relevant processes and compliance to legislative and audit requirements
  • Stay up-to-date with own area of expertise to provide effective support and advice
Requirements
  • Relevant degree in Finance, Accounting, or Investment Management (Industry-related degree or CFP qualification)
  • RE 5 (Must not be under supervision)
  • 3-5 years' experience in a similar environment
  • Experience in writing Business Insurance policies
  • Experience in sales, investment, and risk acumen
  • Experience within the Financial Services Sector
  • Person must not be an unrehabilitated insolvent
  • Credit record check required in accordance with National Credit Act (NCA)
What We Offer
  • Opportunities to network and collaborate
  • A challenging working environment
  • Opportunities to innovate
How to Apply

Apply now to take the next step in your career with FirstRand Bank Limited.



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