FirstRand Private Banker Private Clients Jobs in South Africa
FirstRand Private Banker Private Clients Jobs in South Africa Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team.
All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities.
We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.
To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.
Experience and Qualifications
Recognized FSB NQF 7 Certification.
2 to 3 years related financial services experience.
Regulatory Exam Certificate.
Valid Driver’s License.
It is inherent to the role that the incumbent is honest in dealing with cash and financial transactions.
As such, it is a pre-requisite for candidates to undergo consumer credit record checks to enable the Employer to ascertain whether the candidate’s credit record is acceptable
To 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.
Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
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.
How to Apply
For more information and job application details, see; FirstRand Private Banker Private Clients Jobs in South Africa
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