Private Client Advisor - Pretoria, South Africa - FirstRand

FirstRand

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Job Description

To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles

Contribute to the development of larger overall area budget
Develop the budget for the next financial year for area of responsibility taking all operational plans into consideration
Research and design a longer term financial resource requirement plan for the area of responsibility
Present the business case to motivate for financial resources
Analyse and develop implementation plans against the forecasted financial budget
Develop tactical budget for area of responsibility that minimise expenditure and manage costs
Control the budget for area including the authorisation of expenditures and implementation of financial regulations. Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buyin
Engage in crossfunctional relationships to obtain and to provide work support
Contribute to sustaining a competitive edge through external networking, benchmarking and representation on related forums
Stays abreast of relevant industry risk management best practices and legislative amendments and suggests ways to leverage these to ensure continuous improvement
Creates risk awareness and manages audit findings
Participate in Group risk forums where required and cascades relevant information through team
Brainstorm, identify, implement and drive innovative best practice ideas within the organisation to ensure increased efficiencies
Create and participate in specialist communities of practice and represents the organisation at Group and industry level to share best practice insights and solutions
Drive strategic projects, change management and platform integration across operations
Leverage Group capability to exploit opportunities
Ensure and encourage adherence to an operational framework of policies and procedures
Execute defined business strategy by translating it into the business operations
Communicate policy modification, objective achievement progress and critical success factors to impacted stakeholders
Ensure the development and implementation of multiple practices in alignment with operational policy and procedural frameworks
Identify interconnected problems, determine its impact and use to develop best fit alternatives; driving best practice solutions
Be aware of, and responsive to local conditions
Influence the development of appropriate organisational structures, capacity and delivery systems. Identify development needs and select effective solutions to address personal development gaps to facilitate self improvement
Develop and implement a personal development plan
Demonstrate a commitment to continuous personal improvement as a lifelong learner and encourage the same in others
Share information and empower others to act
Acts as a role model for continuous professional development in area of expertise
Lead a development culture where information regarding successes, issues, trends and ideas are actively shared
Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
Lead specialist communities of practice and contribute positively to own and organisational knowledge improvement