Found Description
Job Overview
Financial services advisor responsible for providing savings, investment, and estate planning advice to high-income clients with a focus on investments.
Responsibilities
- Inform and educate customers on products and services to ensure retention and increase revenue.
- Advise and support to resolve customer queries ensuring satisfaction and retention.
- Analyse financial information to develop a financial plan or proposal using correct tools.
- Formulate proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
- Achieve gross production target as indicated in scorecard.
- Achieve sales targets across the business by advising on FirstRand approved investment and risk products.
- Investigate investment opportunities for compatibility with client financial plans.
- Review clients' financial plans regularly to d...