Senior Wealth Strategist for High-Net-Worth Clients

FirstRand Bank Limited; Bloemfontein; Vor Ort; ZAR 300.000 - 600.000; Vollzeit

Zusammenfassung

FirstRand Group in South Africa seeks a comprehensive financial services advisor to deliver expert savings, investment, and estate planning solutions to high-income clients. You will foster long-term relationships through proactive engagement and ensure clients achieve financial objectives with professionalism and personalised service.

The role emphasizes achieving gross production targets, advising on FirstRand approved investment and risk products, and maintaining up-to-date knowledge of

Aufgaben

• Deliver expert savings, investment, and estate planning solutions.
• Achieve gross production target as indicated in scorecard.
• Advise on FirstRand approved investment and risk products.
• Maintain expert knowledge on product approvals, procedures, and timelines.
• Build and sustain relationships with high-income clients to ensure retention and revenue growth.

Jobbeschreibung

FirstRand Group in South Africa seeks a comprehensive financial services advisor to deliver expert savings, investment, and estate planning solutions to high-income clients. You will foster long-term relationships through proactive engagement and ensure clients achieve financial objectives with professionalism and personalised service.

The role emphasizes achieving gross production targets, advising on FirstRand approved investment and risk products, and maintaining up-to-date knowledge of