Friday , December 1 2023

First Rand Vacancies – Private Wealth Advisor

Website FirstRand

Job Description:

To deliver exceptional experience and education to Private Wealth or RMBPB 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

Job Responsibilities:

  • Identify Local and Offshore fiduciary opportunities and advise on client philanthropy
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Identify and utilise opportunities for revenue growth to deliver on sales targets
  • Participate in planned activities that are appropriate for own development
  • Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
  • Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth
  • Provide appropriate banking and financial solutions across an allocated portfolio of clients

Job Requirements:

  • Experience – 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment
  • Ability to match client needs with appropriate product solutions
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Knowledge on wealth management creation and accumulation
  • Minimum Qualification – Degree in Finance, Economics or Accounting
  • Wealth protection or risk knowledge
  • Excellent project management skills and able to plan and organize work independently
  • Sound knowledge of the Bank’s risk and other mandates to ensure exercising good commercial judgment while representing the Bank’s and the shareholders’ interests always
  • Preferred Qualification – Certified Financial Planner (CFP)
  • Excellent knowledge of global financial markets and current affairs
  • Sound working knowledge of required business-related systems
  • Additional Knowledge – Full understanding of money management principles
  • Sound working knowledge of Banking and Financial Services Regulatory requirements

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

Apply Here