Private Clients Advisor - Polokwane, South Africa - FirstRand

FirstRand

Verified Company

Polokwane, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job Description

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

Develop and maintain relationships with client's High level knowledge of business finance and investments Generates new business.
Achievement of the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business.
Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business.
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
Manage the growth of active customer Account Base to increase client base.
Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
Manage the migration of accounts from transactional to Self Service.
Ensure effective Data Management by ensuring expired limits are attended to against set target. Prepare credit proposals for review by the Credit Product House.
Monitor and evaluate the organisation's success in managing its legal and compliance risks for the Portfolio of Business Account.
Provide accurate and reliable sales statistics.
Manage own development to increase own competencies.

Job Details

Application Closing Date

19/02/24