Centurion: Financial Relationship Builder (Centurion, Cape town and Alberton) posted by AtripleA recruitment & temps
Posted on 2025-08-28 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other IT/Computer |
| Location | Gauteng / Centurion |
Job Summary
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
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