First Rand Vacancies – Private Wealth Advisor

Job Description:

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

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