Are you someone who can:
Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth.
Identify and utilise opportunities for revenue growth to deliver on sales targets.
Provide appropriate banking and financial solutions across an allocated portfolio of clients.
Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
Ensure compliance to legislative and audit requirements and adherence to relevant processes.
Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
Develop, encourage and nurture collaborative relationships within RMB and/or across the First Rand Group (FRG).
Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
Participate in planned activities that are appropriate for own development.
Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards.
Deliver internal and external customer service excellence through adherence to quality service standards.
Prevent wastage and identify process improvements to contain and reduce costs.
You will be an ideal candidate if you:
Relevant NQF7 Level Degree in Finance, Economics or Accounting.
Completed RE5 qualification.
Preferred Qualification - Certified Financial Planner (CFP)
Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
Full understanding of money management principles