Premier Advisor Ii - Nelspruit, South Africa - FirstRand

FirstRand
FirstRand
Verified Company
Nelspruit, South Africa

1 week ago

Thabo Mthembu

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 grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on 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
    experience and qualifications:


  • Minimum Qualification

  • Relevant Qualification on accredited FSCA List, RE
  • Preferred Qualification
  • Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
  • Experience 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level


  • Additional Knowledge

  • Core product knowledge and linked pricing
  • Full understanding of money management principles
  • Sound working knowledge of required businessrelated systems
  • Sound working knowledge of Banking and Financial Services Regulatory requirements
  • Noncomplex Wealth management creation and accumulation knowledge
  • Noncomplex protection or risk knowledge
  • Ability to plan and organize work independently
  • Proven track record in servicing a portfolio of clients and in acquisition of new relationships
  • Knowledge of global financial markets and current affairs
  • Ability to match client needs with appropriate product solutions
  • Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders' interests always
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