Financial Services Specialist
1 week ago
At IWCP Johannesburg Ltd, we are seeking a highly skilled and experienced Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in providing expert financial advice and services to our clients.
Key Responsibilities:- Contact clients to discuss their financial goals and objectives, and provide personalized financial services to meet their needs.
- Design and implement debt liquidation plans, including prioritizing payoffs and creating customized financial plans.
- Conduct thorough financial assessments to determine clients' net worth and financial status, and provide recommendations for cash management, investment, and insurance.
- Provide market research and analysis to inform financial decisions and offer effective financial services.
- Handle client complaints and resolve financial issues in a timely and professional manner.
- Review clients' financial performance and adjust plans as needed to ensure optimal results.
- Offer sales recommendations for financial products, such as stocks, bonds, mutual funds, and insurance policies.
- Communicate with clients' creditors to negotiate payment plans that meet both parties' needs.
- Liaise with other client advisors, such as attorneys, accountants, and investment bankers, to ensure comprehensive financial planning.
- Recommend and assist clients in selecting suitable investments.
- Conduct negotiations with product suppliers to secure favorable pricing.
- Evaluate funding requirements for student grants and organize seminars on financial planning topics.
- Grade 12 minimum qualification.
- Tertiary qualification advantageous.
- Clear credit record and no criminal record.
We are looking for a candidate with an entrepreneurial mindset, exceptional interpersonal skills, and the ability to establish a strong client network. If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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