Pw Private Banker Uhnw Bs C - Pretoria, South Africa - FirstRand

FirstRand

Verified Company

Pretoria, South Africa

1 week 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 proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high nett worth clients and the provision of holistic and appropriate solutions in meeting client's needs

experience and qualifications:

Minimum Qualification : Relevant Degree in Finance or Economics or Accounting.
FAIS accreditation required (RE).
5 to 7 years relevant client facing experience (PB UHNW)
Preferred : 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 nontraditional securitybased 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

additional requirements:

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 selfservice 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.
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.
Manage stakeholders and adhere to relevant SLA agreements.
Cultivate and manage objective working relationships with a variety of stakeholders, including endusers, SME's, project managers and senior staff members.
Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
Inform and educate customers on products and services to ensure retention of existing customers.
Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.
Maximise crossselling opportunities.
Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
Engage with clients to understand their unique requirements, drive value optimisation and advise on best options for product integration and wealth management.
Manage the growth of active customer account base.
Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB's internal compliance procedures and requirements.
Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.
Ensure optimal usage and protection of business assets.
Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
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