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Financial Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Findojobs South Africa Full time
Job Title: Financial Advisor

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Findojobs South Africa.

Key Responsibilities:

  • Provide expert advice on a range of financial products to allocated customers, ensuring timely delivery of services and achieving set targets.
  • Assess customer needs through in-depth consultations, identifying opportunities for growth and expansion.
  • Maintain accurate records of customer interactions, transactions, and follow-up actions in CRM systems.
  • Develop and maintain strong relationships with customers, resolving queries and complaints efficiently and effectively.
  • Stay up-to-date with industry trends, regulatory changes, and company policies to ensure compliance and optimal performance.

Requirements:

  • National Certificate (Required)