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Financial Services Specialist

2 months ago

Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

About the Role

We are seeking a highly skilled and motivated individual to join our Private Banking & Advisory Team as a Banking Advisor. In this role, you will be responsible for proactively managing a portfolio of affluent clients, providing analysis, research, sales, and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Key Responsibilities

  • Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfillment.
  • Build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
  • 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.
  • Consistently produce high-quality outputs within agreed deadlines.

Requirements

  • Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
  • Experience - 2 to 3 years' experience within a Sales/Service area of a financial environment.
  • A person must not be unrehabilitated insolvent.

What We Offer

  • Opportunities to network and collaborate.
  • Challenging Working Opportunities to innovate.

About Us

FirstRand Bank Limited is a leading financial services group in South Africa, committed to delivering exceptional service and value to our clients. We are an equal opportunities employer and welcome applications from diverse candidates.