Channel Management Head

FirstRand Bank Limited; Bloemfontein; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

FirstRand Bank Limited in Bloemfontein is seeking an experienced professional for its Private Banking and Advisory Team. The role involves achieving revenue targets, fostering client relationships, and managing budgets within a dynamic environment.

The ideal candidate has a minimum of 8-10 years in banking/financial planning, including 4 years in a leadership role. A relevant NQF Level 8 qualification and FAIS status are required. This position offers an opportunity to drive channel objectives while supporting client needs.

Qualifications

• 8-10 years experience in banking or financial planning roles.
• At least 4 years in a leadership role.
• FAIS fit and proper status; RE5 and RE1 qualifications are advantageous.

Responsibilities

• Achieve revenue targets by growing or acquiring client portfolios.
• Manage budget goals and control costs for efficiency.
• Build strong relationships and foster a service culture.
• Advise on target management and participate in budget planning.
• Maintain expert knowledge of products and processes.

Skills

Relationship management

Client portfolio growth

Budget management

Financial planning

Wealth management

Education

Post Graduate Diploma in Financial Planning or BCom Honors in Investment or Risk Management

Job description

Overview

As part of our Private Banking and Advisory Team, you will work in a dynamic environment that encourages curiosity and effective change.

Responsibilities

• Achieve revenue targets by growing existing client portfolios or acquiring new clients.
• Meet the required Cost to Income for the Channel while managing budget goals and controlling costs to enhance efficiency.
• Foster a service culture that builds strong relationships and encourages exceptional client service.
• Cultivate and manage productive relationships with various stakeholders, including end‑users, SMEs, project managers, and senior staff.
• Advise specialists on target management and actively participate in planning and presenting the Channel’s budget.
• Maintain expert knowledge of specific products, pricing, application procedures, and processing timelines to drive Channel objectives and targets.

Qualifications and Experience

• Minimum of 8‑10 years of experience in banking, investment, financial planning, wealth management, and client‑facing roles, with at least 4 years in a leadership position.
• Relevant NQF Level 8 qualification, such as a Post Graduate Diploma in Financial Planning or a BCom Honors in Investment or Risk Management.
• FAIS fit and proper status; completed RE5 and RE1 qualifications are advantageous.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates will require a credit record check.

Employment Equity

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose disability information on a voluntary basis; such information will be kept confidential unless required by law.

Closing Date

Applications will not be accepted on 31/08/26 and onwards.