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Private Client Financial Advisor

2 months ago

Rustenburg, North-West, South Africa FirstRand group Full time
Job Summary

We are seeking a highly skilled Private Client 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 our Private Clients, focusing on wealth creation, accumulation, and protection tactics.

Key Responsibilities
  • Develop and implement financial plans to increase vertical sales index (VSI) and drive client retention and entrenchment.
  • Contribute to the development of larger overall area budget and present the business case to motivate for financial resources.
  • Research and design a longer term financial resource requirement plan for the area of responsibility.
  • Analyse and develop implementation plans against the forecasted financial budget.
  • Develop tactical budget for area of responsibility that minimises expenditure and manages costs.
  • Control the budget for area including the authorisation of expenditures and implementation of financial regulations.
  • Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
  • Engage in cross-functional relationships to obtain and to provide work support.
  • Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums.
  • Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximising service and/or product offerings and building relationships.
  • Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in area of accountability to identify and manage risk exposure.
  • Stay abreast of relevant industry risk management best practices and legislative amendments and suggest ways to leverage these to ensure continuous improvement.
  • Create risk awareness and manage audit findings.
  • Participate in Group risk forums where required and cascade relevant information through team.
  • Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies.
  • Create and participate in specialist communities of practice and represent the organisation at Group and industry level to share best practice insights and solutions.
  • Drive strategic projects, change management and platform integration across operations.
  • Leverage Group capability to exploit opportunities.
  • Ensure and encourage adherence to an operational framework of policies and procedures.
  • Execute defined business strategy by translating it into business operations.
  • Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders.
  • Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks.
  • Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions.
  • Be aware of, and responsive to, local conditions.
  • Influence the development of appropriate organisational structures, capacity and delivery systems.
  • Identify development needs and select effective solutions to address personal development gaps to facilitate self-improvement.
  • Develop and implement a personal development plan.
  • Demonstrate a commitment to continuous personal improvement as a life-long learner and encourage the same in others.
  • Share information and empower others to act.
  • Act as a role model for continuous professional development in area of expertise.
  • Lead a development culture where information regarding successes, issues, trends and ideas are actively shared.
  • Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies.
  • Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement.
Requirements

We are looking for a highly skilled and experienced Private Client Advisor who can deliver exceptional results in a fast-paced environment. The ideal candidate will have a strong background in financial planning, risk management, and customer-centric approach.

The successful candidate will be a team player with excellent communication and interpersonal skills, able to build strong relationships with clients and stakeholders.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experience, we encourage you to apply for this exciting opportunity.