Saturday , April 13 2024

First Rand Vacancies Bellville – PW Private Banker Wealthy C

Website FirstRand

Job Description:

To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs.


Job Responsibilities:

  • Identify, control and escalate potential risks which may lead to increased costs.
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • Deliver against operational and cost targets.
  • Prioritise resource allocation in order to minimise and reduce wastage.
  • Drive adoption of digital and other self-service options across client base.
  • Collaborate closely with relevant business units and FNB product houses as per strategy.
  • Be an ambassador for FNB as a financial service provider encompassing FNB internal values and ethical standards.
  • Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
  • Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
  • Respond to customer requests in a timely and efficient manner.
  • Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.
  • Resolve customer dissatisfaction/complaints by taking ownership of the problem.
  • Analyse customer feedback to help improve customer service.
  • Ensure that delivery is accurate, timeous and of an acceptable standard.
  • Ensure that product or service knowledge and advice is technically accurate.
  • Know and understand customer needs in order to deliver a quality service.
  • Propose ideas to improve customer service.

Job Requirements:

  • Relevant Degree in Finance or Economics or Accounting.
  • FAIS accreditation required (RE).
  • 3 to 5 years relevant client facing experience (PB – Wealthy)..
  • Strong background in investments, corporate finance, Private Banking or related advisory services.
  • Experience in dealing with complex personal and juristic financial structures.
  • Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios)
  • Experience in structuring non-traditional security-based lending facilities.
  • Experience in providing tailored solutions to significant families.
  • Experience in advising clients regarding Company Succession Planning.
  • Experience in dealing with clients and structures across various jurisdictions.
  • Product knowledge in Capital markets, risk management, investment management, trust and estate planning.
  • Person must not be an unrehabilitated insolvent.

Job Details:

Company: FirstRand

Vacancy Type:  Full Time

Job Location: Bellville

Application Deadline: N/A


Apply Here