2025-04-15

Job Description:

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

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Job Requirements:

• Full understanding of money management principles
• Non-complex protection or risk knowledge
• Non-complex Wealth management creation and accumulation knowledge
• Ability to plan and organize work independently
• Sound working knowledge of Banking and Financial Services Regulatory requirements
• Proven track record in servicing a portfolio of clients and in acquisition of new relationships
• Preferred Qualification – Relevant FAIS accredited degree, CFP, Fit and proper, experience in FAIS-relevant Money Manager Subcategories
• Additional Knowledge – Core product knowledge and linked pricing
• Experience – 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at a junior specialist level
• Knowledge of global financial markets and current affairs
• Sound working knowledge of required business-related systems

Job Details:

Company: FirstRand

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

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Apply Here

Vacanciesspot.com