Financial Services Representative

6 days ago


Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

We are seeking a detail-oriented and customer-focused individual to provide financial advice and support to clients. The successful candidate will assist with financial planning, investments, and client account management.

Key Responsibilities:
  • Assist clients with financial planning and investment decisions.
  • Provide information on various financial products and services.
  • Assess clients' financial needs and recommend suitable products.
  • Manage client accounts and maintain accurate records of transactions.
  • Conduct market research to stay updated on financial trends.
  • Handle client inquiries and resolve issues promptly.
  • Prepare financial reports and documentation.

The ideal candidate will possess excellent communication and interpersonal skills, strong analytical abilities, and proficiency in using financial software.

In addition to the required skills and qualifications, the company offers a competitive salary range of $45,000 - $60,000 per year, commensurate with experience.

Growth opportunities exist within the company for individuals who are willing to learn and develop their skills.



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