FirstRand
FirstRand Is Currently Seeking for Private Client Advisor Rural Position suitable candidate who is eligible to handle all the responsibilities and is qualified for the position. All the information required for this position to know by the candidate is given below specifically. apply online for this position by clicking on the apply now button and fill the FirstRand application Form. The Position Is available in Bloemfontein, Free State the candidates nearby willing to apply are also invited to apply online for this vacancy.
| Hiring Authority: FirstRand Careers
Position: Private Client Advisor Rural Jobs Location: Bloemfontein, Free State Qualification: Matric, Grade 12, Diploma/ Degree Salary Estimated: ZAR 72000-340000 Annum |
Job Requirements & Responsibilities
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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 principlesexperience 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
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additional requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.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
Fill The FirstRand Application Form From the Link Given Above And Wait For the application to be processed once your application gets shortlisted you will be informed by the authority and called for the interview or examination processed by the company. Good luck For your job Search!
To apply for this job please visit www.firstrandjobs.mobi.
