Job title: Financial Advisor (maternity fill) – Asset management
Company: Isilumko Staffing
Job description:
Job Summary: 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 timely manner
- Educating clients about products/services
- Facilitating the sales process
- Obtaining referrals
- Offering financial solutions
- Client retention
- Handling objections
- Risk mitigation
Must have:
- Completed MATRIC/Grade 12
- Higher certificate in banking services – NQF 5 or other relevant Advanced diplomas/degrees
- Minimum of 2 years’ experience as a Client Service Consultant with exposure in asset management – experience in investments/pension funds/retirement funds
- Excellent English communication skills
- Solid understanding of collective investment schemes and retirement products
- Very adaptable
- Customer relationship management
- Clear credit score and clear criminal record
Expected salary :
Location : Cape Town, Western Cape
Job posting date : Sun, 23 Jun 2024 22:03:32 GMT
Apply for the job now!
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