Menu Close

Centurion: Financial Relationship Builder (Centurion, Cape town and Alberton) posted by AtripleA recruitment & temps

Centurion: Financial Relationship Builder (Centurion, Cape town and Alberton) posted by AtripleA recruitment & temps

Posted on 2025-07-15 00:00:00

Job Summary

Job Description:

To convert and create leads as well as build and maintain long-term relationships with customers and clients

To diversify our health offering to clients into referrals for short-term and wealth department.

To advise clients on their holistic needs using the support functions available.

Qualifications and Requirements:

NQF 4 Certificate grade 12

NQF 4 Regulatory Examinations 5 (FAIS Accreditation)

NQF 5 Diploma (Preferable Wealth Management)

Class of Business Certification (Yearly)

Must have knowledge of Microsoft Office

Microsoft Teams

One Drive

Zoho CRM

Zoho Sign

Compare Med

Linkus

We are looking for someone with:

Knowledge of Relevant Products

Time Management

Analytical Thinking

Understand Compliance in the FSCA

Building Customer Relationships with Clients

Decision making

Team player

Self-Leadership

Continuous development

Communication (written and verbally)

Numerical and mathematical skills

Confident and enthusiastic

Must be able to work independently

Problem-solving skills

Presentation and facilitation skills

Discretion

Care and empathy

Ability to listen to understand

Ability to work under pressure

Initiative

Assertiveness

Persuasiveness

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Centurion, Gauteng

Apply directly for this position. Please read all instructions carefully.

View Job  South Africa: Threat Hunter/SOC Analyst (Midstream, Centurion) posted by Datafin

We do not process job applications; we simply aggregate and display job listings.

More related positions


Centurion: Junior Software Engineer posted by Hire Resolve

Hire Resolve is looking for a Junior Software Engineer to join their team in Centurion, GP. A leading-edge South African based Technology and Software...


View Job
Junior Software Engineer

Centurion: Senior Software Engineer posted by Hire Resolve

Hire Resolves client,nbspa leading-edge South African based Technology and Software company that developsbespoke software solutions, is currently seeking a...


View Job
Senior Software Engineer

Centurion: Junior Software Engineer posted by Hire Resolve

Hire Resolves client in the Information Technology industry is urgently seeking the expertise of a Junior Software Engineer in Centurion,...


View Job
Junior Software Engineer

Centurion: Intermediate Software Engineer posted by Hire Resolve

Hire Resolves client is seekoing a passionate Software Engineer to design, develop, implement, and maintain softwarenbspsolutions.nbspSoftware Engineer...


View Job
Intermediate Software Engineer

Centurion: Senior Software Engineer posted by Hire Resolve

Hire Resolves client is looking for a Senior Software Engineer to join their team in Centurion, GP. Anbsp leading-edge South African based Technology and...


View Job
Senior Software Engineer

Centurion: Technical Lead (.Net) posted by Hire Resolve

Hire Resolves client is looking for a Technical Lead .Net to join their team in Centurion, Gauteng. The Technical Lead will design and implement new systems...


View Job
Technical Lead (.Net)

Centurion: Financial Advisor Specialising in Health posted by AtripleA recruitment & temps

Job Title Financial Advisors Specializing in Health Centurion and Cape TownRole PurposeThe Financial Advisor specialising in Health will be responsible for...


View Job
Financial Advisor Specialising in Health

Centurion: Junior Sales Administrator (IT/ICT) posted by Curiska

We are looking for a full-time Sales Rep to join our Channel Sales team in our Samrand offices. Youll work on-site alongside a growing team of sales...


View Job
Junior Sales Administrator (IT/ICT)

Centurion: IT Manager posted by Hire Resolve

Hire Resolves client is looking for an IT Manager to join their team in Centurion, Gauteng. The candidate will be responsible for overseeing the overall IT...

View Job  Johannesburg: Power Query Developer (Excel Specialist) posted by WatersEdge Solutions

View Job
IT Manager

Centurion: Fullstack Developer posted by Hire Resolve

Hire Resolves client is looking for a Fullstack Developer to join their team in Johannesburg, GP. In this role, you will work on a range of exciting...


View Job
Fullstack Developer

Centurion: Senior Software Architect (IT) posted by AtripleA recruitment & temps

Our Client is looking for a skilled and energetic Java EE application architect that will provide technical leadership to a team of Java EE software...


View Job
Senior Software Architect (IT)

Centurion: Senior Software Engineer (IT) posted by AtripleA recruitment & temps

Senior Software Engineer 12 Month ContractLocation CenturionSalary Market RelatedKey Competencies bull Well Rounded Java Developer with 8 years solid...


View Job
Senior Software Engineer (IT)

Centurion: Senior Developer (IT) posted by AtripleA recruitment & temps

Senior Developer ITLocation CenturionOur client in the IT industry is looking for a Senior Developer.Key responsibilities bull Ability to be relied upon to...


View Job
Senior Developer (IT)

Centurion: Call Centre Agent/ Advisor (Insurance and Financial) posted by AtripleA recruitment & temps

Call Centre Agent Advisor Insurance and FinancialLocation Irene, CenturionSalary R4000 to R6000 incentivesOur client in the Insurance and Financial...


View Job
Call Centre Agent/ Advisor (Insurance and Financial)

Centurion: Patternmaker and CNC Router Operator posted by AtripleA recruitment & temps

Patternmaker and CNC Router Operator ManufacturingLocation CenturionOur client in the Manufacturing industry is looking to hire a Patternmaker and CNC...


View Job
Patternmaker and CNC Router Operator

Centurion: C# Software Developer (IT) posted by AtripleA recruitment & temps

C Software DeveloperIntermediateOur Client in the Healthcare Technology is seeking a C Software Developer, you would be involved in supporting and...


View Job
C# Software Developer (IT)

Centurion: Financial Relationship Builder (Centurion, Cape town and Alberton) posted by AtripleA recruitment & temps

Job DescriptionTo convert and create leads as well as build and maintain long-term relationships with customers and clientsTo diversify our health offering...

View Job  Eastern Cape: Application Support Manager posted by Hire Resolve

View Job
Financial Relationship Builder (Centurion, Cape town and Alberton)

Centurion: Financial Advisor Specialist in Health posted by AtripleA recruitment & temps

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemeds health-related products....


View Job
Financial Advisor Specialist in Health

Centurion: Financial Advisors Specialising in Health posted by AtripleA recruitment & temps

Role PurposeThe Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the companys...


View Job
Financial Advisors Specialising in Health

Centurion: Executive Operations posted by Telebest

LEAD THE FUTURE OF FACILITIES MANAGEMENTAre you an operational powerhouse ready to drive excellence in facilities management? A leading facilities...


View Job
Executive Operations

Centurion: Java Developer posted by Hire Resolve

Hire Resolves client is looking for a Java Developer to join their team. The ideal candidate will be involved innbspdetermining and identifying...


View Job
Java Developer

Centurion: Senior Business Analyst posted by Hire Resolve

Hire Resolves client is looking for a Senior Business Analyst to join their team. The ideal candidate will a have thorough understanding of business rules...


View Job
Senior Business Analyst

Centurion: Technical Services Manager posted by Emporium

Technical Service Manager POS24195CenturionR 30 000.00 to R 35 000.00 per MonthnbspRequirementsManagement of Technical ServicesManagement of Training...


View Job
Technical Services Manager

Centurion: Partner Account Manager (PAM) posted by Cyber Retaliator Solutions

Key ResponsibilitiesPartner Relationship ManagementBuild and nurture strong, trust-based relationships with partners, understanding their business needs and...


View Job
Partner Account Manager (PAM)

Centurion: Electronic Graduate posted by Network Finance

I am constantly seeking Electronic Engineering Graduates, to eagerly reveal to you the boundless possibilities and incredible opportunities that lie ahead....


View Job
Electronic Graduate

Share this to someone who needs a job:
Posted in Jobs in Centurion, Jobs in Gauteng, Jobs in Northern Suburbs, Jobs in South Africa

More Jobs in Your Area