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Durban Financial Services Manager

1 week ago

Durban, KwaZulu-Natal, South Africa Crayon Full time

We're seeking a top-notch Financial Services Manager to lead our Durban operations. As a seasoned professional with 2+ years of experience in a similar role, you'll be responsible for overseeing the management of leads and ensuring exceptional customer service standards.

About the Job
  • Achieve key objectives through effective lead management and client engagement.
  • Identify and target high-value stakeholders to foster lasting partnerships.
Duties & Responsibilities
  1. Conduct comprehensive needs analyses and provide tailored wealth planning solutions to clients.
  2. Deliver expert advice on Investments, Wealth, and Estate planning.
  3. Ensure ongoing servicing of client book.
Requirements
  • Minimum 2 years' experience in a financial advisory role.
  • Strong financial planning and sales skills.
  • RE 5 qualification required.