Wednesday , June 29 2022

Firstrand Jobs – 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:

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

Job Requirements:

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

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Sandton, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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