Financial Relationship Specialist

3 weeks 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:
  • Convert and create leads, and build and maintain long-term relationships with customers and clients
  • Diversify our health offering to clients into referrals for short-term and wealth department
  • Advise clients on their holistic needs using the support functions available
Qualifications and Requirements:
  • NQF 4 Certificate grade 12
  • NQF 4 Regulatory Examinations 5 (FAIS Accreditation)
  • NQF 5 Diploma (Preferable Wealth Management)
  • Class of Business Certification (Yearly)
  • Must have knowledge of Microsoft Office, Microsoft Teams, One Drive, Zoho CRM, Zoho Sign, Compare Med, and Linkus
Desirable Skills:
  • Knowledge of Relevant Products
  • Time Management
  • Analytical Thinking
  • Understand Compliance in the FSCA
  • Building Customer Relationships with Clients
  • Decision making
  • Team player
  • Self-Leadership
  • Continuous development
  • Communication (written and verbally)
  • Numerical and mathematical skills
  • Confident and enthusiastic
  • Must be able to work independently
  • Problem-solving skills
  • Presentation and facilitation skills
  • Discretion
  • Care and empathy
  • Ability to listen to understand
  • Ability to work under pressure
  • Initiative
  • Assertiveness
  • Persuasiveness

We are looking for someone with a strong passion for building relationships and a proven track record of success in a similar role. If you are a motivated and results-driven individual who is looking for a new challenge, we encourage you to apply for this exciting opportunity.



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