Investment Solutions Specialist

5 days ago


Cape Town, Western Cape, South Africa BFS Full time

We are seeking a skilled Investment Solutions Specialist to join our team at BFS.

The Role

Job Summary

  • You will be responsible for providing expert advice on investment solutions and financial planning to corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
  • You will work closely with internal stakeholders to develop and implement strategies that optimize service delivery and ensure all practices align with internal guidelines and statutory requirements.
  • You will maintain strong relationships with clients, identifying their financial needs and providing tailored solutions.

Ideal Candidate Profile

  • You have at least 1 year of experience in a Sales / Relationship Manager or Telesales role, preferably within the Financial Services Industry.
  • You possess excellent networking and relationship-building skills.
  • You are detail-oriented and deliver high-quality work.
  • You thrive in fast-paced environments and are highly goal-driven.

Our Commitment to Excellence

  • We are committed to delivering exceptional results to our clients.
  • We strive for continuous improvement and innovation.


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