Business Financial Advisor Ii - Durban, South Africa - FirstRand

FirstRand

Verified Company

Durban, South Africa

6 days ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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

purpose:

To 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:

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.
Person must not be an unrehabilitated insolvent

additional requirements:

responsibilities:

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.
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.
Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.
Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals.
Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.