Financial Relationship Specialist
1 month ago
We are seeking a highly skilled and motivated Financial Relationship Builder to join our team at ATripleA Recruitment and Temps. As a key member of our team, you will be responsible for building and maintaining long-term relationships with customers and clients, converting and creating leads, and diversifying our health offering to clients.
Key Responsibilities:- Develop and maintain strong relationships with clients and customers to drive business growth and revenue.
- Identify and pursue new business opportunities to expand our client base and increase revenue.
- Work closely with internal stakeholders to understand client needs and develop tailored solutions.
- Provide exceptional customer service and support to ensure client satisfaction and loyalty.
- Stay up-to-date with industry trends and developments to ensure we are providing the best possible solutions to our clients.
- NQF 4 Certificate grade 12.
- NQF 4 Regulatory Examinations 5 (FAIS Accreditation).
- NQF 5 Diploma (preferable Wealth Management).
- Class of Business Certification (yearly).
- Proficiency in Microsoft Office, Microsoft Teams, One Drive, Zoho CRM, Zoho Sign, Compare Med, Linkus.
- Knowledge of relevant products.
- Time management and analytical thinking skills.
- Understanding of compliance in the FSCA.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Problem-solving and decision-making skills.
- Continuous development and self-leadership skills.
We are looking for a motivated and results-driven individual who is passionate about building strong relationships and driving business growth. If you have a strong work ethic and a desire to succeed, we encourage you to apply for this exciting opportunity.
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Financial Relationship Specialist
3 weeks ago
Irene/Alberton, South Africa ATripleA Recruitment and Temps Full timeJob Title: Financial Relationship BuilderWe are seeking a highly skilled and motivated Financial Relationship Builder to join our team at ATripleA Recruitment and Temps. As a key member of our team, you will be responsible for building and maintaining long-term relationships with customers and clients, converting and creating leads, and diversifying our...
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Financial Relationship Specialist
1 month ago
Irene/Alberton, South Africa ATripleA Recruitment and Temps Full timeJob Title: Financial Relationship BuilderWe are seeking a highly skilled and motivated Financial Relationship Builder to join our team at ATripleA Recruitment and Temps. As a key member of our team, you will be responsible for building and maintaining long-term relationships with customers and clients, converting and creating leads, and diversifying our...
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Irene/Alberton, South Africa ATripleA Recruitment and Temps Full timeJob Title: Financial Relationship BuilderJob Summary:We are seeking a skilled Financial Relationship Builder to join our team at ATripleA Recruitment and Temps. As a key member of our organization, you will be responsible for building and maintaining long-term relationships with customers and clients, converting and creating leads, and diversifying our...
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