Strategic Financial Advisor

4 days ago


Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full time
About the Role

As a Strategic Financial Advisor, you will play a vital part in delivering exceptional client experiences and fostering long-term relationships with our clients. This role is perfect for individuals who are passionate about providing world-class service and have a keen eye for detail.

Job Responsibilities
  1. Client Service Excellence: Provide top-notch service to investors, potential investors, and independent financial advisers through various servicing channels, including inbound calls, emails, and face-to-face interactions.
  2. Investment Education: Educate clients by sharing product and fund knowledge, empowering them to make informed investment decisions that align with their goals.
  3. Transaction Ownership: Take end-to-end ownership of transactions, ensuring accurate record-keeping and seamless execution.
Requirements
  • Growth Mindset: Thrive in a fast-paced environment and demonstrate resilience in the face of changing client needs and industry trends.
  • Communication Skills: Possess strong verbal and written communication skills, with the ability to articulate complex information in a clear and concise manner.
  • Qualifications: Hold a bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics, or Statistics.
What We Offer
  • R315,000 Per Annum: A competitive salary that reflects your expertise and experience.
  • Lucrative Bonus Structure: Earn additional income based on your performance and contributions to the team.
  • Ongoing Development Opportunities: Access to further education and training programs to enhance your skills and career prospects.


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