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Professional Financial Services Advisor

2 months ago

Port Elizabeth, Eastern Cape, South Africa PPS Recruitment Full time

Job Summary:

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing financial solutions in line with the client's needs.

Key Responsibilities:

  • Provide financial services to clients and members
  • Sourcing, retaining, and growing a membership and client base
  • Implementing financial solutions in line with client needs
  • Developing and maintaining relationships with clients and members
  • Staying up-to-date with industry trends and developments

Requirements:

  • Professional financial services experience
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Ability to stay up-to-date with industry trends and developments