Wealth Creation Specialist
2 weeks ago
Job Role Summary
We are seeking a talented Wealth Creation Specialist to join our team at FirstRand Bank Limited. As a key member of our Private Banking department, you will be responsible for delivering exceptional experience and education to our Private Banking clients on basic wealth creation and accumulation.
Key Responsibilities
- Deliver exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Requirements
- Have a relevant FSCA approved NQF Level 7 or Higher Qualification.
- RE5 Regulatory Compliance Certificate.
- Completed Class of Business in Long Term Insurance, Investments and Pension Benefits.
- Minimum of 3 years experience within the financial services industry.
What We Offer
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate.
How to Apply
Interested candidates should submit their applications ahead of the closing date indicated below.
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