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Financial Services Specialist

2 months ago

Klerksdorp, North-West, South Africa The Recruitment Council Full time
Private Advisor

Are you a seasoned financial expert with a passion for delivering exceptional client experiences? Our client, a prestigious banking institution, is seeking a highly skilled Private Advisor to join their team.

Key Responsibilities:
  • Deliver exceptional service and education to private clients on wealth creation and accumulation.
  • Increase vertical sales index (VSI) and drive client retention through contextual money management principles.
  • Understand and market financial services solutions within the relevant business offering.
  • Assist with profit growth through effective management of the leads pipeline.
  • Produce high-quality outputs within agreed deadlines.
Requirements:
  • Relevant NQF level 7 FSCA Approved Degree.
  • RE5 Regulatory Compliance Certificates with relevant COB (Class of Business).
  • 3-5 years of experience in a sales/service area of a financial environment.
What You'll Get:
  • Opportunities to network and collaborate.
  • Earn basic guaranteed rewards with uncapped earning potential.
  • Opportunities to innovate.
Competencies:
  • Signed off for supervision of all SUB-CATS.
  • Able to build sound relationships based on trust and openness.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads, and growing active customer accounts.
  • Comply with relevant statutory, legislative, policy, and governance requirements.