Strategic Financial Consultant

2 weeks ago


Richards Bay, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

About the Role

We are seeking a seasoned Wealth Management Expert to join our team at FirstRand Bank Limited. As a key member of our wealth management division, you will be responsible for delivering exceptional financial solutions to our clients.

Key Responsibilities

  • Develop and implement tailored financial plans to meet clients' unique needs and goals.
  • Provide expert advice on investment strategies, risk management, and wealth accumulation.
  • Cultivate strong relationships with clients to build trust and loyalty.
  • Collaborate with cross-functional teams to drive business growth and improve operational efficiency.
  • Stay up-to-date with industry trends, regulatory requirements, and market developments to ensure clients receive the best possible advice.

Requirements

  • FSCA-recognized FAIS relevant NQF Level 5 Qualification or higher.
  • First Level Regulatory Examination.
  • Minimum 3-5 years of experience in financial planning or a related field.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work effectively in a team environment and adapt to changing priorities.

What We Offer

  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Competitive salary and benefits package.
  • Chance to make a meaningful impact on clients' financial lives.

How to Apply

If you are a motivated and results-driven individual passionate about delivering exceptional financial solutions, please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you.



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