Job Description
To support the generation and maintenance of new revenue streams across the banking product suite by assisting in the origination and structuring of moderately complex, medium-value deals within the assigned sector or product area. Contribute to profitability, market share, and competitive positioning by executing deal-related activities, collaborating with internal stakeholders, and ensuring alignment with strategic objectives and compliance standards.
Own growth in complex EB opportunities across top-tier brokers and strategic IFAs, including solution design beyond standard templates, and origination of abstract/structured deals. Deliver API growth exceeding R30m annually.
Key areas of expertise are in pension, asset-based solutions and group risk. A solutionist mind set is required.
Are you someone who can:
Develop non-standard, bespoke Employee Benefit proposals for IFAs to consider FirstRand Invest and Insure solutions.
Manage Tier-1 brokers and national aggregators. The large client base requires attention and detailed execution of service commitments.
Develop relationships with bankers and key stakeholders to drive deal acceptance by the client. Building a pipeline of RMB corporate clients that will consider solutions at their next market rebroke together with their IFA.
Lead pricing strategy within mandate and negotiate commercial terms. Working with product houses to offer pricing insights and set standards on how different IFA houses are dealt with.
Deliver advanced PST and thought leadership. When required, the candidate is expected to drive conversations with IFAs to consider ideas that may lead to further product development for FirstRand.
Manage large pipeline and strategic book of business. Offering deep insights into contract performance and ensuring SLAs are upheld by the service areas.
Mentor junior consultants. Develop junior consultants offering insights into deal mechanics for their further development.
Lead cross-functional deal teams. Where a deal compromises multiple stakeholders to manage the work streams and deliverables in order to meet the clients' objectives.
Uphold advanced compliance practices. Ensuring compliance and the strictest ethical standards are upheld at every stage of the deal making cycle.
You will be an ideal candidate if you have:
NQF7 required or relevant Degree
CFP advantageous
FAIS Fit & Proper
10+ years in EB distribution.
Strong abstract solutioning and negotiation skills.
Track record exceeding large API and AUM/ Pension targets.
Targets:
API: >R30m annually.
Retention: ≥93 - 95%.
You will have access to:
Opportunities to network and collaborate
A challenging yet growth enabling environment
Opportunities to innovate
We can be a match if you are:
Adaptable and curious
Analyse and map out end to end processes
Be an independent worker and be able to work with a broad range of stakeholders
Thrive in a collaborative environment
End Date: June 12, 2026