Firstrand Careers – Premier Advisor II

Website FirstRand

Job Description:

To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on 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:

  • Provide appropriate banking and financial solutions across an allocated portfolio of clients
  • Conduct digital client reviews within the context of client engagements
  • Liaise with SMEs on complex products to provide appropriate product advise
  • Prevent wastage and identify process improvements to contain and reduce costs
  • Participate in planned activities that are appropriate for own development
  • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
  • Identify and utilise opportunities for revenue growth to deliver on sales targets

Job Requirements:

  • 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
  • Minimum Qualification – Relevant Qualification on accredited FSCA List, RE5
  • Full understanding of money management principles
  • Ability to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Sound working knowledge of required business-related systems
  • Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
  • Knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Non-complex protection or risk knowledge
  • Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Additional Knowledge – Core product knowledge and linked pricing
  • Non-complex Wealth management creation and accumulation knowledge

Job Details:

Company: FirstRand

Vacancy Type: Full Time 

Job Location: Pretoria, Gauteng, SA

Application Deadline: N/A

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