Financial Services Consultant

2 months ago


Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time
Client Service Consultant Opportunity

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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