Financial Services Consultant
2 months ago
Isilumko Staffing (JHB) is seeking an experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity fill contract.
Key Responsibilities:
- Resolve client queries in a timely and efficient manner
- Educate clients about products and services
- Facilitate sales processes
- Obtain referrals
- Offer financial solutions
- Client retention and relationship management
- Objection handling and risk mitigation
Requirements:
- Completed Matric/Grade 12
- Higher certificate in banking services (NQF 5) or other relevant advanced diplomas/degrees
- No less than 2 years' experience as a Client Service Consultant with exposure in asset management, including investments, pension funds, and retirement funds
- Excellent English communication skills
- Solid understanding of collective investments schemes and retirement products
- Adaptability and customer relationship management skills
- Clear credit score and clear criminal record
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