Business Financial Advisor
2 weeks ago
About the Role
We are seeking a highly skilled and experienced Financial Services Specialist to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will play a critical role in providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.
Key Responsibilities
- Provide risk and investment advice to clients through virtual channels, ensuring compliance with FAIS regulations.
- Adhere to the FirstRand Product Matrix and Advice Philosophy, ensuring that all advice is tailored to meet the unique needs of each client.
- Identify new business opportunities and record leads to ensure cross-selling and strengthening client relationships.
- Deliver exceptional financial advice to FNB customers, exceeding their expectations through proactive, innovative, and appropriate solutions.
- Manage new and existing clients, personal portfolios, and identify specific needs and goals in respect of financial advice.
- Ensure adherence to relevant processes and compliance with legislative and audit requirements, managing high-volume and less complex deals.
- Stay up-to-date with own area of expertise to develop and maintain own professional knowledge base, providing effective support and advice to clients.
Requirements
- Relevant degree in Finance, Accounting, or Investment Management (Industry-related degree or CFP qualification).
- RE 5 (Must not be under supervision).
- 3-5 years' experience in a similar environment.
- Experience in writing Business Insurance policies.
- Experience in sales, investment, and risk acumen.
- Experience within the Financial Services Sector.
- Person must not be an unrehabilitated insolvent.
- In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check.
What We Offer
- Opportunities to network and collaborate.
- A challenging working environment.
- Opportunities to innovate.
How to Apply
We look forward to engaging with you further. Please submit your application, and we will review it in accordance with FirstRand Group's Employment Equity plan.
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