Intermediary Financial Consultant

4 weeks ago

Hermanus, South Africa AF Consulting Full time

**Job**: Intermediary Financial Consultant

**Location**: Hermanus

**Salary**: To be discussed

Key Accountabilities

a) First point of contact for all Marketing leads, to qualify leads into prospective customers.
b) Gather, compile, and analyses financial and personal customer data.
c) Gain a full understanding of the customers situation and objectives, guiding and advising them through the decision-making process.
d) Give the customer as much insight into wealth migration, including the implications of exchange control and tax, relative to pensions, investments, and other South African source assets, economic trends, pension legislation in target countries, etc.
e) Integrate the customer's profile and goals through cross-selling of service solutions specific to customers needs.
f) Correspond with customers regarding additional information required.
g) Continuously look for better ways to conduct business and improve processes.
h) Responsible for contributing to the revenue stream for the team and take-on new clients.
i) Client acquisition, retention, service orientation, and relationship management.
j) Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc

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