Financial Services Advisor

2 months ago


George, Western Cape, South Africa FirstRand Bank Limited Full time

Job Description:

As a Financial Services Advisor at FirstRand Bank Limited, you will play a crucial role in providing expert advice and support to high-income clients. Your primary focus will be on investments, and you will be responsible for analyzing financial information to develop tailored financial plans and proposals.

Key Responsibilities:

  • Inform and educate clients on products and services to increase retention and sales revenue.
  • Advise on and provide support to ensure effective resolution of customer queries.
  • Analyze financial information to develop financial plans and proposals.
  • Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
  • Achieve gross production targets and sales targets across the business.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Review clients' financial plans regularly to determine whether life changes or economic changes indicate a need for plan reassessment.

Requirements:

  • Relevant degree in Investment or Economics and Certified Financial Planner.
  • 3 to 5 years' experience as a Wealth Manager with sales and advisory experience with high-income clients.
  • FAIS experience in Long-Term Insurance, Retail Pension Benefits, Shares, Money Market Instruments, Bonds, Participatory Interests in a Collective Investment Scheme, Forex Investments, Long-term Deposits, Short-term Deposits, Structured Deposits, or Participatory Interest in hedge funds.

We are looking for:

  • Candidates who are curious, courageous, and obsessed with mastery.


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