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Cape Town: Financial Advisor (Maternity Fill) – Asset Management posted by Isilumko Staffing






Date 2024-07-06
Job Title Financial Advisor (Maternity Fill) – Asset Management
Employer Isilumko Staffing
More Information
Salary 0
Category It Computer
Location Western Cape
/ Cape Town

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 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

Financial Advisor (Maternity Fill) – Asset Management position available in Western Cape, Cape Town. This job position was posted by Isilumko Staffing. The job has been posted as a premium ad on 2024-07-06 at 06:02:46 in the It Computer category

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