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.
- Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.
- Provide Financial Planning Services.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Deliver exceptional Financial Advice to customers that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- 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 relationship.
- Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.
- 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.
- Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines.
- 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.
- Improve Partnership Relationship as result of personal effort displayed as consultant to attain leads against deliverables of campaigns.
- 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.
- FSCA Recognized NQF level 7 - Degree
- RE5
- Mandated for Advice on sub-cats 1.3, 1.4, 1.5, 1.14 and 1.20 (not currently under supervision)
- Updated DOFA report
- 3 - 5 years' experience in a similar environment
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Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
15/10/24
All appointments will be made in line with FirstRand Groups 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.
