Financial Services Specialist

4 weeks ago


Nelspruit, Mpumalanga, South Africa IWCP Johannesburg Ltd Full time
Job Title: Financial Consultant

At IWCP Johannesburg Ltd, we are seeking a highly skilled and experienced Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in providing expert financial advice and services to our clients.

Key Responsibilities:
  • Contact clients to discuss their financial goals and objectives, and provide tailored financial solutions.
  • Design and implement debt liquidation plans, including prioritization and timeframes for payoff.
  • Conduct financial assessments to determine net worth and financial status of individuals or companies.
  • Provide recommendations on cash management, investment choices, and insurance coverage.
  • Handle client complaints and assist with the resolution of financial issues.
  • Conduct market research to obtain information useful in providing effective financial services.
  • Liaise with other client advisors, such as attorneys, accountants, and investment bankers, to fully understand client objectives.
  • Recommend or help clients select suitable investments.
  • Conduct negotiations with product suppliers to reach favorable price bargains.
  • Evaluate funds required to provide student grants for education.
Requirements:
  • Grade 12 minimum, with a tertiary qualification advantageous.
  • Clear credit record, with no criminal record.
  • Entrepreneurial mindset, with the ability to work independently.
  • Exceptional interpersonal skills.
  • Establishment of a client network.
  • Tenacity.
  • Effective planning, organizing, and time management skills.


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