Strategic Financial Advisor

2 months ago


Randburg, Gauteng, South Africa FirstRand group Full time

About the Role

We are seeking a skilled Strategic Financial Advisor to join our team at FirstRand Group.

As a key member of our team, you will be responsible for delivering exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation.

You will work closely with our clients to understand their financial goals and develop tailored solutions to help them achieve their objectives.

Key Responsibilities

  • Deliver exceptional experience and education to Private Clients/Private Clients RMB clients.
  • 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

  • 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.

About Us

At FirstRand Group, we are committed to delivering exceptional customer service and building long-term relationships with our clients.

We offer a dynamic and supportive work environment, where you will have opportunities to develop your skills and advance your career.

How to Apply

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Please submit your application, including your resume and a cover letter, to [insert contact information].



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