Financial Relationship Specialist
3 weeks ago
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
- 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
- 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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