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Private Client Advisor C

Employer
FirstRand
Location
Bruma Bedfordview, Gauteng, 2007 East Johannesburg, South Africa
Salary
Competitive
Closing date
Dec 3, 2022

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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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
  • stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank's Employment Equity plan The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

purpose

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

experience and qualifications
  • Minimum Qualification - Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
  • Preferred Qualification - Certified Financial Planner (CFP)
  • Experience - 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management

Additional information and responsibilities

additional requirements
  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
  • No Referral plan is assigned to this job

responsibilities
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Participate in planned activities that are appropriate for own development
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Develop new insights into situations and apply innovative solutions to make organisational improvements
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure Pillar and Products
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Invest Pillar and Products
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Loans Pillar and Products
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Transact Pillar and Products
  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
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