Financial Services Specialist

4 weeks ago


Johannesburg South, South Africa FirstRand Bank Limited Full time

About the Role

We are seeking a highly skilled and experienced Financial Services Specialist to join our team at FirstRand Bank Limited. As a Private Client Manager, you will be responsible for delivering exceptional experience and education to our Private Clients, focusing on basic wealth creation and accumulation.

Key Responsibilities

  • Deliver exceptional experience and education to Private Clients, focusing on basic wealth creation and accumulation.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through contextual Money Management principles.
  • 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.
  • Produce consistently high-quality outputs within agreed deadlines.

Requirements

  • Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
  • Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.

What We Offer

  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.

How to Apply

Apply now to take the next step in your career and join our team at FirstRand Bank Limited.



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