Business Financial Advisor Ii

4 days 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 provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.**experience and qualifications**:

- Minimum Qualification : Relevant Degree in Finance, Accounting or Investment Management.
- RE 5. Certified Financial Planner.
- Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
- Experience in sales, investment and risk acumen.
- Experience within the Financial Services Sector together with the relevant preferred qualification.
- Person must not be an unrehabilitated insolvent.**additional requirements**:
**responsibilities**:

- Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships.
- Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.
- Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.
- Achievement of key performance indicators as determined by the business.
- Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.
- Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals.
- Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.

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