Channel Management Head

Overview

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

• 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.

• 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.

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

All appointments will be made in line with First Rand 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.

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