Menu Close

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






Date 2024-05-28
Job Title Financial Relationship Builder (Centurion, Cape Town And Alberton)
Employer AtripleA recruitment & temps
More Information
Salary 0
Category It Computer
Location Gauteng
/ Centurion

Job Summary

Centurion, Cape Town and Alberton

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
Financial Relationship Builder (Centurion, Cape Town And Alberton) position available in Gauteng, Centurion. This job position was posted by AtripleA recruitment & temps. The job has been posted as a premium ad on 2024-05-28 at 14:15:54 in the It Computer category

Click Go Apply to apply online!

View Job  Johannesburg: Graduate Engineer (Food Manufacturing) (3-6 Months` Contract)

You might also like to look at the available jobs in the same area.

Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Centurion: Financial Relationship Builder posted by AtripleA recruitment & temps

Centurion, Alberton, Cape Town Starting at R10 000 To convert and create leads as well as build and maintain long-term relationships with customers and clientsTo diversify our health offering to clients into referrals for short-term and wealth department


View Job
Financial Relationship Builder

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

Centurion, Cape Town and Alberton Job Description:To convert and create leads as well as build and maintain long-term relationships with customers and clientsTo diversify our health offering to clients into referrals for short-term and wealth department.To

View Job  Johannesburg: Planner posted by Hire Resolve

View Job
Financial Relationship Builder (Centurion, Cape Town And Alberton)

Share this to someone who needs a job:
Posted in Jobs in Centurion, Jobs in Gauteng

More Jobs in Your Area