Financial Relationship Builder (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