About us, purpose, experience and qualificationsabout usThere is no about us detail available.purposeTo 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.experience and qualifications
Responsibilities + Skills
Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.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.Achievement of key performance indicators as determined by the business.Maintenance of expert knowledge on all FirstRand products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.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 relationships.Deliver exceptional Financial Advice to FNB Customers that exceeds customers expectations through proactive, innovative and appropriate solutions.
Minimum Qualification : Relevant Degree in Finance, Accounting or Investment Management.RE 5. Certified Financial Planner.Experience : 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.Experience in sales, investment and risk acumen.Experience within the Financial Services Sector together with the relevant preferred qualification.