Premier Financial Advisor

4 weeks ago


Newcastle, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

Job Summary

We are seeking a highly skilled Premier Financial Advisor to join our team at FirstRand Bank Limited. As a Premier Financial Advisor, you will be responsible for proactively growing the balance sheet of allocated customers, delivering exceptional experience and education to a portfolio of clients on wealth creation, accumulation, and overall protection tactics.

Key Responsibilities

  • Apply appropriate sales processes within the area of responsibility to achieve sales targets and build client relationships.
  • Provide banking and financial solutions across an allocated portfolio of clients.
  • Participate in planned activities that are appropriate for own development.
  • Develop, encourage, and nurture collaborative relationships across the FRG.
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes.

Requirements

  • A credit record check.
  • RE 5 and FSCA recognized qualification.
  • 3-5 years' experience in Financial Planning.

About Us

FirstRand Bank Limited is a leading financial institution that supports the recruitment and advancement of individuals with disabilities. We are committed to creating a diverse and inclusive work environment that fosters growth and development.



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