Job Description: To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high net worth clients and the provision of holistic and appropriate solutions in meeting clients needs. Job Responsibilities: Identify, control and escalate potential risks which may lead to increased costs. Manage costs or expenses within approved budget to achieve cost efficiencies. Deliver against operational and cost targets. Prioritise resource allocation in order to minimise and reduce wastage. Drive adoption of digital and other self-service options across client base. Collaborate closely with relevant business units and FNB product houses as per strategy. Be an ambassador for FNB as a financial service provider encompassing FNB internal values and ethical standards. Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines in order to drive and achieve relevant sales targets. Ensure that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix. Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner. Respond to customer requests in a timely and efficient manner. Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns. Resolve customer dissatisfaction/complaints by taking ownership of the problem. Analyse customer feedback to help improve customer service. Ensure that delivery is accurate, timeous and of an acceptable standard. Ensure that product or service knowledge and advice is technically accurate. Know and understand customer needs in order to deliver a quality service. Propose ideas to improve customer service. Manage stakeholders and adhere to relevant SLA agreements. Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members. Job Requirements: Relevant Degree in Finance or Economics or Accounting. FAIS accreditation required (RE). 3 to 5 years relevant client facing experience (PB – Wealthy).. Strong background in investments, corporate finance, Private Banking or related advisory services. Experience in dealing with complex personal and juristic financial structures. Experience in analysing and interpreting complex personal and juristic financial statements (balance sheets, income statements, cash flow statements, financial ratios) Experience in structuring non-traditional security-based lending facilities. Experience in providing tailored solutions to significant families. Experience in advising clients regarding Company Succession Planning. Experience in dealing with clients and structures across various jurisdictions. Product knowledge in Capital markets, risk management, investment management, trust and estate planning. Person must not be an unrehabilitated insolvent. Job Details: Company: FirstRand Vacancy Type: Full Time Job Location: Secunda Application Deadline: N/A Apply Here jobstrivia.net
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