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Financial Services Specialist

2 months ago

South Beach, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time
{"About the Role": "

Deliver Exceptional Experience and Education

Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics to drive client retention and growth.

Key Responsibilities:

  • Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation, and protection tactics.
  • Drive client retention and growth through contextual Money Management principles.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth through effective management of the leads pipeline.
  • Produce high-quality outputs within agreed deadlines.

About You:

  • Minimum Qualification: Relevant NQF level 7 FSCA approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
  • Experience: 3 to 5 years' experience within a Sales/Service area of a financial environment.
  • Signed off on FAIS categories.

About the Company:

FNB: A leading financial institution that designs for the shapeshifters and delivers products and services that make a positive impact.

About the Opportunity:

  • Opportunities to network and collaborate with a talented team.
  • Uncapped earning potential with a competitive compensation package.
  • Opportunities to innovate and make a meaningful contribution.

What We're Looking For:

  • Able to build sound relationships based on trust and openness.
  • Contribute to a culture of service excellence.
  • Curious and courageous with a drive to learn and grow.
  • Obsessed with mastery and a desire to excel.
  • Comply with relevant statutory, legislative, policy, and governance requirements.

We're an Equal Opportunities Employer: We support the recruitment and advancement of individuals with disabilities and encourage candidates to disclose their disability information on a voluntary basis.

"}