Group Disability

Group Disability Finance Jobs

61 jobs found

Senior Wealth Advisor SAFE ACT

Citi San Francisco, CA

1mo ago

$70k+/yr Full time Senior Act Advisor

Senior Act Advisor

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Job Description

Role overview

The Senior Wealth Advisor SAFE Act is a strategic professional who keeps pace with developments in their field and helps shape directional strategy by applying insights to their role and the business. They are regarded as a technical authority within a specific area of the business and maintain basic commercial awareness. Collaboration with multiple colleagues who provide similar subject matter expertise is common. The role requires refined communication and diplomacy to guide, influence, and persuade others, including colleagues in other areas and occasional external clients. The position carries significant impact on the area through complex deliverables and provides advisory support related to the technology or operations of the business. Work in this capacity affects an entire area, ultimately influencing overall performance and the effectiveness of the sub-function or job family.

Responsibilities

Deliver a broad range of financial and investment services to an Ultra High Net Worth client base in the United States.
Manage accounts of high net worth investors and collaboratively develop financial strategies with Private Bankers.
Conduct sophisticated economic and financial market analyses.
Assess economic trends and activities and advise on their implications for investors' portfolios.
Recommend adjustments to investors' holdings after evaluating economic, financial, and market factors and their potential portfolio impact.
Adhere to a defined prospecting code of conduct: new private client accounts may be acquired only by referral or personal contact with an individual seeking to do business, and seminars, mail campaigns, cold calling, and other solicitation methods are prohibited.
Develop relationships and generate ideas with Bankers and clients to promote growth of the asset base.
Assess risk appropriately in business decisions, safeguarding Citigroup, its clients and assets by ensuring compliance with applicable laws and regulations, following policy, exercising ethical judgment, and reporting control issues with transparency.

Qualifications

6-10 years of experience.
NYSE Series 7 and 66 licenses, with additional licensing as needed.
Proficient in software applications (for example, Microsoft Word, Excel). Knowledge of Bloomberg is a definite asset.
Ability to communicate effectively with colleagues and clients.
Excellent written and verbal communication skills.
Strong financial background.

Education

Bachelor's or University degree; Master's degree preferred.

Job details

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: San Francisco, California, United States

Primary Location Full Time

Compensation and benefits

Salary Range: $70,000.00 - $70,000.00

In addition to salary, Citi may offer discretionary and formulaic incentive and retention awards to eligible employees. Citi provides competitive benefits, including medical, dental and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For more information on Citi employee benefits, please visit citibenefits.com. Offerings may vary by jurisdiction, job level, and date of hire.

Posting and skills information

Anticipated Posting Close Date: March 17, 2026

Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Correspondent Underwriting Team Lead

Citi O'Fallon, MO

1mo ago

$0k - $1k/yr Full time Appraisal Compliance Correspondent

Appraisal Compliance Correspondent

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Job Description

Overview

The Credit Underwriting Team Lead is a senior professional role that blends deep specialty knowledge with a solid grasp of industry standards and practices. This position requires a clear understanding of how the underwriting team collaborates with other areas to achieve the objectives of the subfunction and job family. It relies on analytical thinking and familiarity with data analysis tools and methodologies, and involves breaking down information in a structured, communicable way. Developed communication and diplomacy skills are essential for sharing potentially complex or sensitive information. The role carries moderate but direct impact through close involvement with the business’s core activities. The quality and timeliness of services provided influence the effectiveness of the team and related groups.

Responsibilities

Provide support to the underwriting manager in workflow management, review of underwriting pipeline reports, and escalation handling.
Conduct daily pipeline reviews to ensure loans are processed within business service level agreements.
Support training for new hires.
Underwrite highly complex transactions and remain in production as needed to maintain signing authority.
Analyze loan scenarios and respond to escalated loan questions with resolutions.
Evaluate procedures to identify more efficient and cost-effective workflow approaches.
Serve as the Underwriting Subject Matter Expert for special projects.
Maintain Daily Control Tracking reports for ARCMs (Activities, Risks, Controls, and Monitoring) and distribute to appropriate channels.
Adhere to policy, applying sound ethical judgment regarding personal conduct and business practices, and escalate, manage, and report control issues with transparency.
Perform other duties and functions as assigned.

Qualifications

Minimum of 5 years of related experience, including underwriting agency, non-agency, and appraisal review.
Demonstrated experience as a mentor and leader.
Strong understanding of complex mortgage transactions and tax return analysis.
Excellent written and verbal communication, analytical, problem-solving, and decision-making skills.

Education

High school diploma.
Bachelor’s/University degree or equivalent experience preferred.

Job Details

Job Family Group: Risk Management
Job Family: Credit Risk
Time Type: Full time
Primary Location: Ofallon Missouri United States
Primary Location Full Time
Salary Range: $89 010,00 - $124 190,00

Location

O'Fallon, MO 63368

Benefits and Compensation

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi provides competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Medical, dental and vision coverage
401(k) retirement plan
Life, accident and disability insurance
Wellness programs
Paid time off for vacation, sick leave, and holidays

Skills

Most Relevant Skills

Analytical Thinking
Constructive Debate
Escalation Management
Financial Analysis
Policy and Procedure
Policy and Regulation
Product Knowledge
Risk Controls and Monitors
Risk Identification and Assessment

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

March 17, 2026

Equal Opportunity and Accessibility

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Accessibility

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi.

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Intermediate Credit Analyst Team Lead

Citi Jacksonville, FL

1mo ago

$0k - $5k/yr Full time Analyst Banking Commercial Credit

Analyst Banking Commercial Credit

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Job Description

Overview

The Intermed Assoc Credit Analyst is a developing professional role that blends deep specialty knowledge with solid familiarity of industry standards and practices. It requires a clear understanding of how the team and surrounding areas work together to achieve the objectives of the subfunction and job family. The role applies analytical thinking and proficiency with data analysis tools and methodologies, breaking down information in a structured and communicable way. It also requires developed communication and diplomacy skills to convey potentially complex or sensitive information. The position carries a moderate yet direct impact through close engagement with the business’s core activities. The quality and timeliness of service provided influence the effectiveness of the analyst’s team and related groups.

Responsibilities

Utilizes commercial credit underwriting skills to analyze and evaluate requests primarily for larger exposure commercial customers.
Manually analyzes unsecured commercial credit underwriting requests from new and existing customers and makes recommendations within a limited time frame in line with credit department policies.
Applies decisioning to satisfy bank, partner, and customer credit requirements.
Owns issue and inquiry resolution with attentive, personalized service using a range of resources and systems.
Conducts financial analysis and provides recommendations on new and existing credits and exposures.
Assists applicants seeking large lines of credit by analyzing the customer, interpreting the request, identifying risk factors, performing a risk assessment, and delivering a summary and recommendation in the processing system.
Ensures adherence to company and credit policies, auditing procedures, and department goals and standards.
Identifies and escalates credit policy opportunities through system/strategy testing and procedural reviews.
Performs tasks efficiently while maintaining quality.
Demonstrates an understanding of customer issues and offers appropriate options to bring issues to resolution.
Expected to work efficiently while maintaining high quality and exceptional customer service.
Credit Underwriter should be empathetic and use a respectful tone.
The Credit Underwriter will ensure the customer understands resolutions discussed and will share job knowledge regarding underwriting.
Meets all contractual and regulatory turn-around times.
Fosters teamwork and positive morale.
Performs special projects as delegated by the Credit manager, other management, customers, or partners.
Provides ongoing, reliable input to management on operational problems, issues, risks, and other matters.
Performs other duties as assigned.
Appropriately assess risk in business decisions, upholding the firm’s reputation and safeguarding Citi, its clients, and assets by ensuring compliance with laws and regulations, following policy, applying ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

2-5 years related experience.
Ability to understand and interpret Commercial Credit bureau data, analyze trade experience, and utilize external financial resources to underwrite credit requests; demonstrated Consumer or Commercial Underwriting skills.

Education

Bachelor’s/University degree or equivalent experience.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Details

Job Family Group: Risk Management
Job Family: Credit Risk
Time Type: Full-time
Primary Location: Jacksonville Florida United States
Primary Location Full Time Salary Range: $69 050,00 - $96 350,00

Benefits and Additional Information

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Skills

Most Relevant Skills

Analytical Thinking
Constructive Debate
Escalation Management
Financial Analysis
Policy and Procedure
Policy and Regulation
Product Knowledge
Risk Controls and Monitors
Risk Identification and Assessment

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date: mar 17, 2026

Citi is an equal opportunity employer, and qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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Advisor, CFP

Moneta Group Clayton, MO

1mo ago

Full time Advisor CFP Client Relations

Advisor CFP Client Relations

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Job Description

Overview

Moneta Group is an independent Registered Investment Advisor (RIA focused on advancing client outcomes). We operate as a single firm with multiple solutions, delivering a full spectrum of financial advisory services while prioritizing strong relationships and exceptional service for clients worldwide. Our entrepreneurial model is built around the client, and our Partner led teams are empowered to act in the clients' best interests. Our independence means we are not beholden to external stakeholders or parent companies. With a history spanning nearly 150 years, we have a proven ability to adapt to the needs of those we serve. This is a full time exempt role reporting to a Partner, based in Clayton, Missouri 63105.

Responsibilities

Conduct in depth financial analysis of clients' situations, including tax implications, retirement planning, and estate planning.
Collaborate with the Investment Team to design and recommend investment strategies aligned with each client's needs, risk tolerance, and goals, considering unique circumstances.
Advise on tax efficient strategies to minimize liabilities, taking into account relevant tax codes and regulations.
Assist clients in building comprehensive retirement plans, evaluating retirement vehicles, analyzing pension options, and projecting income in retirement.
Coordinate with the Estate Planning Team to guide estate planning, including wills, trusts, and related structures to protect and transfer assets as desired.
Assess insurance needs and provide recommendations for life, disability, long term care, and liability coverage to mitigate risks.
Offer guidance on business succession planning for owners looking to transfer interests to heirs or buyers.
Generate customized financial reports and presentations using Orion and MoneyGuidePro, delivering clear explanations of complex concepts tailored to client technical requirements.
Ensure all recommendations and actions comply with industry regulations, legal requirements, and ethical standards.
Collaborate with attorneys, accountants, and other professionals to coordinate comprehensive financial strategies for clients.
Pursue continuous learning and professional development by staying informed of advances in financial planning and pursuing relevant certifications.
Maintain and nurture long term client relationships, demonstrating integrity and reliability in managing intricate financial matters.

Qualifications

Bachelor's degree required
Minimum 3 to 5 years of experience as a client service advisor or in a related role
CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus
A Series 65 licensing or a combination of Series 7 and Series 66 is required within 60 days of hire if a CFP or CFA designation is not already held
CFP or CFA designation required within 3 years of hire if not previously held
Must be authorized to work in the United States

Benefits and Compensation Considerations

Paid holidays
Paid time off (PTO)
Employer cost shared medical and dental insurance
Employer paid short term disability, long term disability, AD&D insurance, and basic life insurance
401k match – 50 percent of employee contributions up to 6 percent of compensation
Discretionary annual profit sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs and rewards
Employee engagement activities

Additional Information

Moneta is committed to supporting our employees with comprehensive benefits designed to enhance well being for staff and their families. We operate as a fiduciary fee only Registered Investment Advisory firm and hold securities licenses only where required, with the Series 65 being the exception. We do not permit outside business activities, insurance commissions, or trails.

Licensing and Compliance Note

We maintain a client first approach as a fiduciary advisor. A Series 65 license is essential for our advisory practice, and any other licenses are handled in accordance with regulatory requirements.

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Financial Analyst II

HealthTrust Nashville, TN

1mo ago

Full time Analyst Data Analysis Financial Analysis

Analyst Data Analysis Financial Analysis

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Job Description

Location: Nashville, TN 37203

Position overview

HealthTrust invites you to apply for the Financial Analyst II role. Our organization places colleagues first, supported by a commitment from HCA Healthcare of up to $300 million in programs over three years. As a Financial Analyst II, you will handle the financial aspects of sourcing events, including data cleansing, spend analysis, vendor proposal evaluation, and the creation of complex financial analyses. You will summarize and clearly communicate the financial results of these analyses to the Sourcing team.

Benefits

Comprehensive medical coverage that includes many common services at no cost or a low copay, with prescription drug and behavioral health coverage, free telemedicine services, and free AirMed medical transportation.
Additional options for dental and vision, life and disability coverage, flexible spending accounts, and supplemental health protection plans (accident, critical illness, hospital indemnity), plus auto and home insurance, identity theft protection, legal counseling, long-term care, moving assistance, pet insurance, and more.
Free counseling services and resources for emotional, physical and financial wellbeing.
401(k) Plan with a 100% match on 3% to 9% of pay based on years of service.
Employee Stock Purchase Plan with 10% off HCA Healthcare stock.
Family support through fertility and family building benefits with Progyny and adoption assistance.
Referral services for child, elder and pet care, home and auto repair, event planning and more.
Consumer discounts through Abenity and Consumer Discounts.
Retirement readiness, rollover assistance services and preferred banking partnerships.
Education assistance, including tuition, student loan and certification support, plus dependent scholarships.
Colleague recognition program.
Time Away From Work Program offering paid time off, paid family leave, long- and short-term disability coverage, and leaves of absence.
Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits.

Note: Eligibility for benefits may vary by location.

Role responsibilities and qualifications

Prepare Request for Information (RFI) and Request for Proposal (RFP) documents.
Data cleansing of purchase histories obtained through RFI and internal data sources.
Conduct accurate and timely financial analysis of vendor pricing proposals.
Effectively communicate analysis results to the Sourcing team.
Support the Sourcing team throughout vendor negotiations.
Provide ongoing finance assistance related to the management of agreements.
Ensure accuracy and completeness of detailed pricing files for sourcing projects.
Compose financial memos summarizing the financial value of each project.
Create financial impact workbooks for members.
Evaluate price and product amendments to purchasing agreements.
Learn, understand, and adhere to the financial analytical standard methodology and processes.
Develop new methodologies for performing financial and opportunity analysis of proposals when necessary.
Provide recommendations to improve processes when necessary.
Help test tools for automation when necessary.
Complete ad hoc requests from management.
Ability to work independently and successfully in a dynamic, ambiguous environment.
Meet deadlines while managing the financial analysis for multiple projects.
Interact daily with both internal and external individuals.
Accept feedback and work to improve performance when needed.

Education and experience

Bachelor’s degree in finance, business, or a related field required.
3-5+ years of relevant experience.
Strong experience in MS Excel required.
Experience with Macros, Power Query, and Power Pivot preferred.
Effective verbal and written communication skills required.

Context and company information

In today’s challenging business environment of cost pressures, supply disruptions, and workforce shortages, providers must manage expenses efficiently and improve performance. HealthTrust, in collaboration with 1,800 hospitals and health systems, offers a specialized group purchasing organization (GPO) membership model designed to deliver immediate and sustainable cost savings. Their team provides tailored value acceleration engagements to address specific needs, delivering significant benefits. With nationwide purchasing power and a focus on total spending management, HealthTrust delivers strong pricing advantages on supplies, along with industry-leading benchmarks and best practices. The dedicated team guides and implements performance improvements in cost, quality, and outcomes.

HCA Healthcare has been recognized as one of the World’s Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion on charitable care, uninsured discounts, and other uncompensated expenses.

Good people beget good people. - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder

We are a family of 270,000 dedicated professionals. Our Talent Acquisition team is reviewing applications for the Financial Analyst II opening. Qualified candidates will be contacted for interviews. Submit your resume today to join our community of caring.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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U.S. Private Bank - Fund Banker - Vice President

JPMorganChase Boston, MA

1mo ago

Full time Alternative Investments Asset Allocation Banker

Alternative Investments Asset Allocation Banker

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Job Description

Position Overview

We are actively seeking exceptionally talented professionals who are collaborative, confident and motivated to deliver a first-class client experience within J.P. Morgan’s U.S. Private Bank. If you bring an entrepreneurial mindset and seek ongoing challenges, this is a compelling environment for your career growth. You will join a team of skilled colleagues from other markets, businesses and functions to support your progression. As a National Client Fund Banker, you will advise Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. You will apply your knowledge of Investments, Credit and Banking to advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers manage a large book of clients and operate in a fast-paced setting. You will be part of a national coverage team and backed by an institutional platform with the resources, specialists and intellectual capital to help guide clients toward their goals.

Key Responsibilities

Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Generate client referrals and acquire new assets from existing client base
Re-engage with clients through proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications and Capabilities

Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong teamwork and ability to work in fast paced environment
Experience or demonstrated understanding of Investments, Credit and Banking concepts
Focused on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications and Capabilities

Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Location

Boston, MA 02110

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Wealth Manager

FirstRand George, IA

1mo ago

Full time Manager Assets Under Management CFP

Manager Assets Under Management CFP

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Job Description

Overview

Based in George, IA, the Wealth Manager will serve as a full-spectrum financial advisor for high-net-worth clients, providing expert guidance across savings, investments, estate planning, and fiduciary services. The role prioritizes investment advisory and portfolio management, including both local and offshore holdings. You will deliver comprehensive financial planning and investment guidance to high-income clients, and develop proposals covering investment planning, estate planning, cash management, and risk management. You will also manage and grow a client portfolio with assets under management of R300 million or more.

Key responsibilities

Deliver comprehensive financial planning and investment guidance to high-net-worth clients, formulating proposals in investment planning, estate planning, cash management, and risk needs.
Manage and grow a client portfolio with assets under management of R300 million or more.
Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
Monitor financial market trends to ensure client plans remain responsive and relevant.
Evaluate available investment opportunities to determine alignment with client financial plans.
Analyze client financial information to develop financial plans or proposals using appropriate tools.
Support business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
Collect and organize information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures, ensuring compliance is embedded in systems and procedures per standards.
Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
Safeguard the optimal usage and protection of business assets.
Achieve gross production and sales targets as indicated in scorecards.
Identify opportunities to advise on FirstRand approved investment and risk products.
Maintain expert knowledge of FirstRand approved products, including application procedures, processing, and timelines.
Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
Act as an ambassador for FNB, upholding internal values and ethical standards.
Contribute to maintaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
Develop networks and build alliances to strengthen internal support bases.
Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
Maintain and build relationships for expectation management, knowledge sharing, and integration.
Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
Liaise with clients via approved communication channels in a positive and helpful manner.
Support the resolution of client queries to ensure satisfaction and retention.

Application details and equality information

Job details require timely submission ahead of the closing date: 11/03/26. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.