Financial Advisor (maternity fill) - Asset management

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

2118847726

Date posted:

Wednesday, June 19, 2024

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

One of the TOP banks in S.A. is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract.

Responsibilities:

Resolving client queries in a timeous manner
Educate clients about products / services
Facilitate sales process
Obtain referrals
Offer financial solutions
Client retention
Objection handling
Risk mitigation

Must have:

Must have a completed MATRIC / Grade 12
Higher certificate in banking services - NQF 5 or other relevant Advanced diplomas / degree
No less than 2 years' experience as a Client Service Consultant with exposure in asset management - experience in investments / pension funds / retirement funds
Excellent English communication
Solid understanding of collective investments schemes and retirement products
Very adaptable
Customer relationship management
Clear credit score and clear criminal record

Similar jobs you might be interested in:

Financial Advisor (maternity fill) - Asset management
Location: Cape Town
Salary:
89 days ago

Financial Advisor
Location: Cape Town
Salary:
6 days ago

FINANCIAL ADVISOR SHORT TERM INSURANCE
Location: Rondebosch
Salary: Market related
Planning and coordination of account activity, generating sales opportunities and reporting status.
10 days ago

FINANCIAL ADVISOR SHORT TERM INSURANCE
Location: Rondebosch
Salary: Market related
Planning and coordination of account activity, generating sales opportunities and reporting status.
20 days ago

Client Service / Customer Service / Financial Advisor / Underwriting (12-month contract) - Asset management - Investment - Banking
Location: Cape Town
Salary:
41 days ago

Junior Financial Advisor
Location: Cape Town
Salary:
45 days ago

Financial Advisor
Location: Capetown
Salary: Lucrative Commission Structure
Fit and Proper financial advisors with RE 5, COBs/ DOFA, 120 Credits and life insurance sales experience
63 days ago

BUSINESS CONSULTANT/FINANCIAL ADVISOR
Location: Capetown
Salary: market related
BUSINESS CONSULTANT/financial advisor
68 days ago

Financial Manager
Location: Cape Town
Salary: 60000 Monthly
Our client is a data-driven software communication platform built to drive profitability in Maritime by enabling teams to make better decisions. Backed by the world’s leading software investors they now have thousands of users worldwide.They are looking for a financial Manager to join their team. This is a management level role and is best suited to someone who combines technical skills, dri...
11 days ago

Business Development Support Officer
Location: Somerset West, Western Cape
Salary: Market related salary
This role provides a critical level of support to the business development activities of the company by supporting the International Business Consultants (IBC) to help them operate more efficiently through either internal liaison with key stakeholders and or liaison with external parties such as IFAs and partner firms.
12 days ago