Financial Relationship Specialist

1 month ago


IreneAlberton, South Africa ATripleA Recruitment and Temps Full time
Job Title: Financial Relationship Builder

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 teams to ensure seamless delivery of services and products to clients.
  • 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.
Requirements:
  • 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.
Desirable Skills:
  • 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 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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