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.

    Purpose

  • 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.

  • Own Car.

    Additional Requirements

  • 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

    Responsibilities

  • 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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