Private Banker Private Clients Rmb C

1 day ago

Cape Town, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:
To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.

**experience and qualifications**:

- Minimum Qualification - Relevant Degree in Finance or Economics or AccountingFAIS accreditation required (RE)
- Preferred Qualification - Certificate Financial Planning
- Experience - 3 to 5 years relevant client facing experience
- Preferred - Strong background in investments, corporate finance, Private Banking or advisory services
- Experience in dealing with complex personal and juristic financial structures
- Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
- E xperience in structuring non-traditional security-based lending facilities
- Experience in providing tailored solutions to significant families
- Experience in advising clients regarding Company Succession Planning
- Experience in dealing with clients and structures across various jurisdictions
- Product knowledge in Capital markets, risk management, investment management, trust and estate planning
- Person must not be an unrehabilitated insolvent
- **additional requirements**:
**responsibilities**:

- Prevent wastage, and on an ongoing basis identify process improvements in order to contain and reduce costs
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions
- Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation
- Deliver internal and external customer service excellence through adherence to quality service standards
- Deliver exceptional and high quality service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
- Maintain expert knowledge on all FirstRand approved products
- Identify and implement on opportunities for revenue growth in order to deliver on sales targets
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members

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